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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$11.86
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets80.95M
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
SBHCX vs WCMNX Comparison Chart
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SBHCX vs. WCMNX commentary
Jun 07, 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: 81M vs. WCMNX (42.8M). SBHCX pays higher dividends than WCMNX: SBHCX (0.22) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (5 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 : -1.48 vs. SBHCX (-3.83). SBHCX return over 5 years is better than : 21.02 vs. WCMNX (12.35).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 2.46 | 2.04 | 121% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -5.183 | -5.359 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81M | 42.8M | 189% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -3.83 | -1.48 | 259% |
| Returns for 3 years | 9.59 | 11.82 | 81% |
| Returns for 5 years | 21.02 | 12.35 | 170% |
| Returns for 10 years | N/A | N/A | - |
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