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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
Segall Bryant & Hamill Small Cap Cre Ret
Price$10.49
Change-$0.45 (-4.11%)
VolumeN/A
Net Assets70.78M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
SBHCX vs WCMLX Comparison Chart
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SBHCX vs. WCMLX commentary
Apr 08, 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: 70.8M vs. WCMLX (36.7M). SBHCX pays higher dividends than WCMLX: SBHCX (0.22) vs WCMLX (0.00). SBHCX was incepted earlier than WCMLX: SBHCX (5 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than SBHCX (1.35). 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 : -14.12 vs. WCMLX (-19.39). SBHCX return over 5 years is better than : 46.37 vs. WCMLX (43.99).
| SBHCX | WCMLX | SBHCX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.35 | 1.86 | 73% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -16.348 | -19.829 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 36.7M | 193% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -14.12 | -19.39 | 73% |
| Returns for 3 years | -9.31 | -15.56 | 60% |
| Returns for 5 years | 46.37 | 43.99 | 105% |
| Returns for 10 years | N/A | N/A | - |
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