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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.51
Change-$0.08 (-0.64%)
VolumeN/A
Net Assets96.08M
WCM Small Cap Growth Investor
Price$12.77
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets44.04M
SBHCX vs WCMNX Comparison Chart in %
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SBHCX vs. WCMNX commentary
Jul 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: 96.1M vs. WCMNX (44M). 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 : 1.34 vs. SBHCX (-2.20). SBHCX return over 5 years is better than : 30.53 vs. WCMNX (22.45).
| 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 | 0.399 | 1.418 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 44M | 218% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -2.20 | 1.34 | -164% |
| Returns for 3 years | 20.35 | 19.83 | 103% |
| Returns for 5 years | 30.53 | 22.45 | 136% |
| Returns for 10 years | N/A | N/A | - |
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