SBHCX
Price
$14.19
Change
+$0.20 (+1.43%)
Updated
Jun 2 closing price
Net Assets
105.2M
WCMNX
Price
$14.98
Change
+$0.18 (+1.22%)
Updated
Jun 2 closing price
Net Assets
53.09M
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SBHCX vs WCMNX

Header iconSBHCX vs WCMNX Comparison
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SBHCX vs WCMNX Comparison Chart in %
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SBHCX vs. WCMNX commentary
Jun 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 105M vs. WCMNX (53.1M). SBHCX pays higher dividends than WCMNX: SBHCX (0.02) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (6 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). WCMNX annual gain was more profitable for investors over the last year : 25.42 vs. SBHCX (19.81). SBHCX return over 5 years is better than : 0.35 vs. WCMNX (-1.40).
SBHCXWCMNXSBHCX / WCMNX
Total Expense Ratio1.141.2492%
Annual Report Gross Expense Ratio2.872.04141%
Fund Existence6 years7 years-
Gain YTD13.1889.225143%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets105M53.1M198%
Annual Yield % from dividends0.020.00-
Returns for 1 year19.8125.4278%
Returns for 3 years28.6331.2192%
Returns for 5 years0.35-1.40-25%
Returns for 10 yearsN/AN/A-
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