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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.01
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets87.89M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
SBHCX vs WCMNX Comparison Chart
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SBHCX vs. WCMNX commentary
Jan 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 87.9M vs. WCMNX (41.8M). SBHCX pays higher dividends than WCMNX: SBHCX (0.23) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (5 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. SBHCX (41.00). WCMNX has a lower initial minimum investment than SBHCX: WCMNX (1000) vs SBHCX (2500). SBHCX annual gain was more profitable for investors over the last year : 13.27 vs. WCMNX (11.60). SBHCX return over 5 years is better than : 27.64 vs. WCMNX (21.39).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 3.748 | 4.649 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 41.8M | 210% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 13.27 | 11.60 | 114% |
| Returns for 3 years | 8.92 | 6.92 | 129% |
| Returns for 5 years | 27.64 | 21.39 | 129% |
| Returns for 10 years | N/A | N/A | - |
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