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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.49
Change-$0.32 (-2.50%)
VolumeN/A
Net Assets83.86M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
SBASX vs WCMNX Comparison Chart
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SBASX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 83.9M vs. WCMNX (40.2M). SBASX pays higher dividends than WCMNX: SBASX (0.35) vs WCMNX (0.00). SBASX was incepted earlier than WCMNX: SBASX (5 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. SBASX (41.00). WCMNX has a lower initial minimum investment than SBASX: WCMNX (1000) vs SBASX (250000). SBASX annual gain was more profitable for investors over the last year : 2.95 vs. WCMNX (-1.65). SBASX return over 5 years is better than : 24.43 vs. WCMNX (13.84).
| SBASX | WCMNX | SBASX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -1.030 | -1.497 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.9M | 40.2M | 209% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 2.95 | -1.65 | -179% |
| Returns for 3 years | 9.20 | 6.38 | 144% |
| Returns for 5 years | 24.43 | 13.84 | 177% |
| Returns for 10 years | N/A | N/A | - |
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