Ad is loading...
SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.41
Change-$0.32 (-2.51%)
VolumeN/A
Net Assets83.86M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
SBHCX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBHCX vs. WCMNX commentary
Feb 23, 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: 83.9M vs. WCMNX (40.2M). 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 : 2.86 vs. WCMNX (-1.65). SBHCX return over 5 years is better than : 23.44 vs. WCMNX (13.84).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -1.037 | -1.497 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.9M | 40.2M | 209% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 2.86 | -1.65 | -173% |
| Returns for 3 years | 8.70 | 6.38 | 136% |
| Returns for 5 years | 23.44 | 13.84 | 169% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRXVX | 13.86 | -0.05 | -0.36% |
| MFS Blended Research Intl Eq R6 | |||
| BBIEX | 13.27 | -0.09 | -0.67% |
| Bridge Builder International Equity | |||
| PLIBX | 36.99 | -0.26 | -0.70% |
| Plumb Balanced Institutional | |||
| IVGTX | 16.32 | -0.15 | -0.91% |
| VY® Morgan Stanley Global Franchise S | |||
| USISX | 18.33 | -0.17 | -0.92% |
| Victory Income Stock | |||