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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$11.11
Change+$0.21 (+1.93%)
VolumeN/A
Net Assets73.6M
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
SBHCX vs WCMNX Comparison Chart
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SBHCX vs. WCMNX commentary
Apr 25, 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: 73.6M vs. WCMNX (39.3M). SBHCX pays higher dividends than WCMNX: SBHCX (0.22) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (5 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than SBHCX (1.35). 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 : -9.58 vs. WCMNX (-11.06). SBHCX return over 5 years is better than : 32.57 vs. WCMNX (23.83).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 2.11 | 64% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -13.078 | -14.421 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.6M | 39.3M | 187% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -9.58 | -11.06 | 87% |
| Returns for 3 years | -3.26 | -6.06 | 54% |
| Returns for 5 years | 32.57 | 23.83 | 137% |
| Returns for 10 years | N/A | N/A | - |
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