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SPWYX vs WCMLX
SPWYX vs WCMLX Comparison
Open Charts SPWYX vs WCMLX
American Beacon Stephens Sm Cp Gr Y
Price$15.70
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets427.32M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
SPWYX vs WCMLX Comparison Chart in %
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SPWYX vs. WCMLX commentary
Nov 20, 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 SPWYX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 427M vs. WCMLX (41.1M). SPWYX (0.00) and WCMLX (0.00) have matching dividends . SPWYX was incepted earlier than WCMLX: SPWYX (14 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SPWYX (1.14). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SPWYX (37.00). SPWYX (100000) and WCMLX (100000) have matching initial minimum investment requirements. SPWYX annual gain was more profitable for investors over the last year : 0.32 vs. WCMLX (-2.18). WCMLX return over 5 years is better than : -0.99 vs. SPWYX (-15.82).
| SPWYX | WCMLX | SPWYX / WCMLX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 7.461 | 1.400 | 533% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.1M | 1,039% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.32 | -2.18 | -15% |
| Returns for 3 years | 17.16 | 20.96 | 82% |
| Returns for 5 years | -15.82 | -0.99 | 1,602% |
| Returns for 10 years | -2.94 | N/A | - |