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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.74
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets96.38M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
SBHCX vs WCMLX Comparison Chart in %
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SBHCX vs. WCMLX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 96.4M vs. WCMLX (43M). SBHCX pays higher dividends than WCMLX: SBHCX (0.20) 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 : 1.70 vs. SBHCX (-4.79). SBHCX return over 5 years is better than : 21.55 vs. WCMLX (12.48).
| 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 | 1.595 | 7.232 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 43M | 224% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -4.79 | 1.70 | -283% |
| Returns for 3 years | 23.66 | 33.88 | 70% |
| Returns for 5 years | 21.55 | 12.48 | 173% |
| Returns for 10 years | N/A | N/A | - |
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