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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.95
Change+$0.19 (+1.62%)
VolumeN/A
Net Assets79.53M
WCM Small Cap Growth Investor
Price$11.96
Change+$0.16 (+1.36%)
VolumeN/A
Net Assets42.22M
SBASX vs WCMNX Comparison Chart
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SBASX vs. WCMNX commentary
Jun 04, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 79.5M vs. WCMNX (42.2M). SBASX pays higher dividends than WCMNX: SBASX (0.24) vs WCMNX (0.00). SBASX was incepted earlier than WCMNX: SBASX (5 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than SBASX (1.13). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SBASX (40.00). WCMNX has a lower initial minimum investment than SBASX: WCMNX (1000) vs SBASX (250000). WCMNX annual gain was more profitable for investors over the last year : -2.96 vs. SBASX (-5.25). SBASX return over 5 years is better than : 23.26 vs. WCMNX (13.57).
| SBASX | WCMNX | SBASX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -6.815 | -7.013 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 42.2M | 188% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -5.25 | -2.96 | 177% |
| Returns for 3 years | 8.47 | 10.18 | 83% |
| Returns for 5 years | 23.26 | 13.57 | 171% |
| Returns for 10 years | N/A | N/A | - |
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