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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$13.09
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets87.89M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
SBASX vs WCMLX Comparison Chart
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SBASX vs. WCMLX commentary
Jan 19, 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: 87.9M vs. WCMLX (41.8M). SBASX pays higher dividends than WCMLX: SBASX (0.35) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (5 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. SBASX (41.00). WCMLX has a lower initial minimum investment than SBASX: WCMLX (100000) vs SBASX (250000). SBASX annual gain was more profitable for investors over the last year : 13.40 vs. WCMLX (11.89). SBASX return over 5 years is better than : 28.63 vs. WCMLX (23.03).
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.724 | 4.666 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 41.8M | 210% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 13.40 | 11.89 | 113% |
| Returns for 3 years | 9.42 | 7.77 | 121% |
| Returns for 5 years | 28.63 | 23.03 | 124% |
| Returns for 10 years | N/A | N/A | - |
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