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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.58
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets95.6M
WCM Small Cap Growth Investor
Price$12.59
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.97M
SBASX vs WCMNX Comparison Chart in %
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SBASX vs. WCMNX commentary
Jul 15, 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: 95.6M vs. WCMNX (43M). SBASX pays higher dividends than WCMNX: SBASX (0.23) vs WCMNX (0.00). SBASX was incepted earlier than WCMNX: SBASX (6 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 : -1.18 vs. SBASX (-2.40). SBASX return over 5 years is better than : 31.92 vs. WCMNX (17.93).
| SBASX | WCMNX | SBASX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.13 | 2.04 | 55% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.158 | -1.024 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 43M | 222% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -2.40 | -1.18 | 204% |
| Returns for 3 years | 25.41 | 21.94 | 116% |
| Returns for 5 years | 31.92 | 17.93 | 178% |
| Returns for 10 years | N/A | N/A | - |
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