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SBPYX vs WCMNX
SBPYX vs WCMNX Comparison
Open Charts SBPYX vs WCMNX
ClearBridge Small Cap Growth I
Price$43.56
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets2.34B
WCM Small Cap Growth Investor
Price$13.58
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets45.17M
SBPYX vs WCMNX Comparison Chart in %
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SBPYX vs. WCMNX commentary
Sep 18, 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 SBPYX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SBPYX has more cash in the bank: 2.34B vs. WCMNX (45.2M). SBPYX (0.00) and WCMNX (0.00) have matching dividends . SBPYX was incepted earlier than WCMNX: SBPYX (21 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than SBPYX (0.91). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SBPYX (22.00). WCMNX has a lower initial minimum investment than SBPYX: WCMNX (1000) vs SBPYX (1000000). SBPYX annual gain was more profitable for investors over the last year : 8.59 vs. WCMNX (5.65). WCMNX return over 5 years is better than : 21.79 vs. SBPYX (0.46).
| SBPYX | WCMNX | SBPYX / WCMNX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 2.04 | 45% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 12.523 | 7.486 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 45.2M | 5,177% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.59 | 5.65 | 152% |
| Returns for 3 years | 18.40 | 28.68 | 64% |
| Returns for 5 years | 0.46 | 21.79 | 2% |
| Returns for 10 years | 54.82 | N/A | - |
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