SBASX
Price
$12.49
Change
-$0.32 (-2.50%)
Updated
Feb 21 closing price
Net Assets
83.86M
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
40.21M
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SBASX vs WCMLX

Header iconSBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLXBanner chart's image
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.49
Change-$0.32 (-2.50%)
VolumeN/A
Net Assets83.86M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
SBASX vs WCMLX Comparison Chart
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SBASX vs. WCMLX commentary
Feb 23, 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.

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FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 83.9M vs. WCMLX (40.2M). 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 : 2.95 vs. WCMLX (-1.40). SBASX return over 5 years is better than : 24.43 vs. WCMLX (15.29).
SBASXWCMLXSBASX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years5 years-
Gain YTD-1.030-1.47770%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets83.9M40.2M209%
Annual Yield % from dividends0.350.00-
Returns for 1 year2.95-1.40-211%
Returns for 3 years9.207.19128%
Returns for 5 years24.4315.29160%
Returns for 10 yearsN/AN/A-
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