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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
SBHCX vs WCMNX Comparison Chart in %
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SBHCX vs. WCMNX commentary
Sep 12, 2026
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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 105M vs. WCMNX (47.2M). SBHCX pays higher dividends than WCMNX: SBHCX (0.02) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (7 years) vs WCMNX (7 years). SBHCX (2.87) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 89.00 vs. SBHCX (40.00). 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 : 9.04 vs. WCMNX (2.55). SBHCX return over 5 years is better than : 1.57 vs. WCMNX (-8.65).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 2.87 | 2.04 | 141% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 14.563 | 3.690 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 47.2M | 222% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 9.04 | 2.55 | 354% |
| Returns for 3 years | 26.82 | 22.49 | 119% |
| Returns for 5 years | 1.57 | -8.65 | -18% |
| Returns for 10 years | N/A | N/A | - |
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