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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.95
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets98.31M
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
SBHCX vs WCMLX Comparison Chart in %
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SBHCX vs. WCMLX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 98.3M vs. WCMLX (44.8M). 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 : 4.77 vs. SBHCX (-0.40). SBHCX return over 5 years is better than : 27.72 vs. WCMLX (17.13).
| 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 | 3.509 | 5.832 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 44.8M | 219% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -0.40 | 4.77 | -8% |
| Returns for 3 years | 20.41 | 22.83 | 89% |
| Returns for 5 years | 27.72 | 17.13 | 162% |
| Returns for 10 years | N/A | N/A | - |