SBASX
Price
$14.58
Change
+$0.10 (+0.69%)
Updated
Sep 3 closing price
Net Assets
107.05M
WCMLX
Price
$14.81
Change
+$0.10 (+0.68%)
Updated
Sep 3 closing price
Net Assets
49.84M
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SBASX vs WCMLX

SBASX vs WCMLX Comparison Chart in %
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SBASX vs. WCMLX commentary
Sep 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 107M vs. WCMLX (49.8M). SBASX pays higher dividends than WCMLX: SBASX (0.13) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (7 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than SBASX (1.12). WCMLX is a more actively managed with annual turnover of: 89.00 vs. SBASX (40.00). 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 : 13.22 vs. WCMLX (10.02). SBASX return over 5 years is better than : 1.16 vs. WCMLX (-7.19).
SBASXWCMLXSBASX / WCMLX
Total Expense Ratio0.990.99100%
Annual Report Gross Expense Ratio1.121.7963%
Fund Existence7 years7 years-
Gain YTD16.3996.904238%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets107M49.8M215%
Annual Yield % from dividends0.130.00-
Returns for 1 year13.2210.02132%
Returns for 3 years25.1422.79110%
Returns for 5 years1.16-7.19-16%
Returns for 10 yearsN/AN/A-
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