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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.01
Change-$0.73 (-6.22%)
VolumeN/A
Net Assets78.75M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
SBASX vs WCMNX Comparison Chart
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SBASX vs. WCMNX commentary
Apr 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: 78.8M vs. WCMNX (41.6M). SBASX pays higher dividends than WCMNX: SBASX (0.24) vs WCMNX (0.00). SBASX was incepted earlier than WCMNX: SBASX (5 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than SBASX (1.20). 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 : -5.18 vs. WCMNX (-10.22). SBASX return over 5 years is better than : 64.23 vs. WCMNX (60.98).
| SBASX | WCMNX | SBASX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.20 | 2.11 | 57% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -6.973 | -9.299 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 41.6M | 189% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -5.18 | -10.22 | 51% |
| Returns for 3 years | -0.96 | -7.10 | 14% |
| Returns for 5 years | 64.23 | 60.98 | 105% |
| Returns for 10 years | N/A | N/A | - |
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