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SBHCX vs WCMLX
SBHCX vs WCMLX Comparison
Open Charts SBHCX vs WCMLX
SBHCX vs WCMLX Comparison Chart in %
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SBHCX vs. WCMLX commentary
Aug 03, 2026
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 StrongBuy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 109M vs. WCMLX (51.1M). SBHCX pays higher dividends than WCMLX: SBHCX (0.02) vs WCMLX (0.00). SBHCX was incepted earlier than WCMLX: SBHCX (7 years) vs WCMLX (7 years). SBHCX (2.87) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 89.00 vs. SBHCX (40.00). 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 : 18.34 vs. WCMLX (13.84). SBHCX return over 5 years is better than : 4.41 vs. WCMLX (-3.87).
| SBHCX | WCMLX | SBHCX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 2.87 | 1.79 | 160% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 18.689 | 8.212 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 51.1M | 213% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 18.34 | 13.84 | 133% |
| Returns for 3 years | 25.79 | 19.79 | 130% |
| Returns for 5 years | 4.41 | -3.87 | -114% |
| Returns for 10 years | N/A | N/A | - |
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