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SBASX vs WCMNX
SBASX vs WCMNX Comparison
Open Charts SBASX vs WCMNX
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.84
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets97.28M
WCM Small Cap Growth Investor
Price$13.64
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets45.17M
SBASX vs WCMNX Comparison Chart in %
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SBASX vs. WCMNX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 97.3M vs. WCMNX (45.2M). SBASX pays higher dividends than WCMNX: SBASX (0.22) 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 : 6.16 vs. SBASX (-0.70). SBASX return over 5 years is better than : 30.54 vs. WCMNX (20.85).
| 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 | 1.981 | 7.329 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 45.2M | 215% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -0.70 | 6.16 | -11% |
| Returns for 3 years | 23.93 | 28.49 | 84% |
| Returns for 5 years | 30.54 | 20.85 | 146% |
| Returns for 10 years | N/A | N/A | - |
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