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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.41
Change-$0.32 (-2.51%)
VolumeN/A
Net Assets83.86M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
SBHCX vs WCMLX Comparison Chart
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SBHCX vs. WCMLX commentary
Feb 23, 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: 83.9M vs. WCMLX (40.2M). 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 : 2.86 vs. WCMLX (-1.40). SBHCX return over 5 years is better than : 23.44 vs. WCMLX (15.29).
| 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 | -1.037 | -1.477 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.9M | 40.2M | 209% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 2.86 | -1.40 | -205% |
| Returns for 3 years | 8.70 | 7.19 | 121% |
| Returns for 5 years | 23.44 | 15.29 | 153% |
| Returns for 10 years | N/A | N/A | - |
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