Interact to see
Advertisement
Advertisement
SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.55
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets94.13M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
SBHCX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHCX vs. WCMLX commentary
Nov 20, 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: 94.1M vs. WCMLX (41.3M). 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 : -3.04 vs. SBHCX (-8.30). SBHCX return over 5 years is better than : 11.64 vs. WCMLX (-0.83).
| 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 | -0.399 | 1.788 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.1M | 41.3M | 228% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -8.30 | -3.04 | 273% |
| Returns for 3 years | 12.13 | 21.43 | 57% |
| Returns for 5 years | 11.64 | -0.83 | -1,396% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement