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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.58
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets95.6M
WCM Small Cap Growth Institutional
Price$12.77
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.97M
SBASX vs WCMLX Comparison Chart in %
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SBASX vs. WCMLX commentary
Jul 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SBASX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 95.6M vs. WCMLX (43M). SBASX pays higher dividends than WCMLX: SBASX (0.23) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (6 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SBASX (1.13). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SBASX (40.00). WCMLX has a lower initial minimum investment than SBASX: WCMLX (100000) vs SBASX (250000). WCMLX annual gain was more profitable for investors over the last year : -0.93 vs. SBASX (-2.40). SBASX return over 5 years is better than : 31.92 vs. WCMLX (19.51).
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.158 | -0.933 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 43M | 222% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -2.40 | -0.93 | 258% |
| Returns for 3 years | 25.41 | 22.85 | 111% |
| Returns for 5 years | 31.92 | 19.51 | 164% |
| Returns for 10 years | N/A | N/A | - |
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