Ad is loading...
SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$10.94
Change-$0.73 (-6.26%)
VolumeN/A
Net Assets78.75M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
SBHCX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBHCX vs. WCMNX commentary
Apr 05, 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: 78.8M vs. WCMNX (41.6M). 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 : -5.23 vs. WCMNX (-10.22). SBHCX (62.83) and WCMNX (60.98) have equivalent 5 years return.
| 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 | -6.938 | -9.299 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 41.6M | 189% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -5.23 | -10.22 | 51% |
| Returns for 3 years | -1.31 | -7.10 | 18% |
| Returns for 5 years | 62.83 | 60.98 | 103% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...