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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$13.09
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets87.89M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
SBASX vs WCMNX Comparison Chart
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SBASX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 87.9M vs. WCMNX (41.8M). 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 : 13.40 vs. WCMNX (11.60). SBASX return over 5 years is better than : 28.63 vs. WCMNX (21.39).
| 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 | 3.724 | 4.649 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | 11.60 | 116% |
| Returns for 3 years | 9.42 | 6.92 | 136% |
| Returns for 5 years | 28.63 | 21.39 | 134% |
| Returns for 10 years | N/A | N/A | - |
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