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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.61
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets95.52M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.55M
SBHCX vs WCMLX Comparison Chart in %
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SBHCX vs. WCMLX commentary
Jul 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 SBHCX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 95.5M vs. WCMLX (42.6M). SBHCX pays higher dividends than WCMLX: SBHCX (0.21) vs WCMLX (0.00). SBHCX was incepted earlier than WCMLX: SBHCX (6 years) vs WCMLX (6 years). SBHCX (2.46) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SBHCX (40.00). SBHCX has a lower initial minimum investment than WCMLX: SBHCX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 1.94 vs. SBHCX (1.51). SBHCX return over 5 years is better than : 33.28 vs. WCMLX (20.77).
| SBHCX | WCMLX | SBHCX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 2.46 | 1.79 | 137% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 0.080 | -1.866 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 42.6M | 224% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | 1.51 | 1.94 | 78% |
| Returns for 3 years | 25.45 | 24.83 | 103% |
| Returns for 5 years | 33.28 | 20.77 | 160% |
| Returns for 10 years | N/A | N/A | - |
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