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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.01
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets87.89M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
SBHCX vs WCMLX Comparison Chart
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SBHCX vs. WCMLX 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 SBHCX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 87.9M vs. WCMLX (41.8M). SBHCX pays higher dividends than WCMLX: SBHCX (0.23) vs WCMLX (0.00). SBHCX was incepted earlier than WCMLX: SBHCX (5 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. SBHCX (41.00). SBHCX has a lower initial minimum investment than WCMLX: SBHCX (2500) vs WCMLX (100000). SBHCX annual gain was more profitable for investors over the last year : 13.27 vs. WCMLX (11.89). SBHCX return over 5 years is better than : 27.64 vs. WCMLX (23.03).
| SBHCX | WCMLX | SBHCX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.748 | 4.666 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 41.8M | 210% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 13.27 | 11.89 | 112% |
| Returns for 3 years | 8.92 | 7.77 | 115% |
| Returns for 5 years | 27.64 | 23.03 | 120% |
| Returns for 10 years | N/A | N/A | - |
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