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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.95
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets98.31M
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
SBHCX vs WCMNX Comparison Chart in %
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SBHCX vs. WCMNX commentary
Aug 29, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 98.3M vs. WCMNX (44.8M). SBHCX pays higher dividends than WCMNX: SBHCX (0.21) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (6 years) vs WCMNX (6 years). SBHCX (2.46) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SBHCX (40.00). WCMNX has a lower initial minimum investment than SBHCX: WCMNX (1000) vs SBHCX (2500). WCMNX annual gain was more profitable for investors over the last year : 4.52 vs. SBHCX (-0.40). SBHCX return over 5 years is better than : 27.72 vs. WCMNX (15.60).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 2.46 | 2.04 | 121% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 3.509 | 5.674 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 44.8M | 219% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -0.40 | 4.52 | -9% |
| Returns for 3 years | 20.41 | 21.91 | 93% |
| Returns for 5 years | 27.72 | 15.60 | 178% |
| Returns for 10 years | N/A | N/A | - |