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SBHCX
Price
$13.61
Change
-$0.17 (-1.23%)
Updated
Nov 15 closing price
WCMNX
Price
$13.16
Change
-$0.35 (-2.59%)
Updated
Nov 15 closing price
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SBHCX vs WCMNX

Header iconSBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNXBanner chart's image
Segall Bryant & Hamill Small Cap Cre Ret
Price$13.61
Change-$0.17 (-1.23%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
SBHCX vs WCMNX Comparison Chart
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SBHCX vs. WCMNX commentary
Nov 18, 2024

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: 88.7M vs. WCMNX (40.7M). 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 : 22.70 vs. WCMNX (20.73).
SBHCXWCMNXSBHCX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years5 years-
Gain YTD15.4377.869196%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets88.7M40.7M218%
Annual Yield % from dividends0.230.00-
Returns for 1 year22.7020.73109%
Returns for 3 years-11.92-18.1666%
Returns for 5 yearsN/A28.64-
Returns for 10 yearsN/AN/A-
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