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SPWYX vs WCMLX
SPWYX vs WCMLX Comparison
Open Charts SPWYX vs WCMLX
American Beacon Stephens Sm Cp Gr Y
Price$15.98
Change-$0.16 (-0.99%)
VolumeN/A
Net Assets415.37M
WCM Small Cap Growth Institutional
Price$13.52
Change-$0.17 (-1.24%)
VolumeN/A
Net Assets44.77M
SPWYX vs WCMLX Comparison Chart in %
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SPWYX vs. WCMLX commentary
Sep 01, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 415M vs. WCMLX (44.8M). 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 : 5.69 vs. WCMLX (3.36). WCMLX return over 5 years is better than : 16.35 vs. SPWYX (-10.02).
| 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 | 9.377 | 5.132 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 44.8M | 926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.69 | 3.36 | 169% |
| Returns for 3 years | 16.73 | 23.47 | 71% |
| Returns for 5 years | -10.02 | 16.35 | -61% |
| Returns for 10 years | 2.47 | N/A | - |
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