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SPWYX vs WCMLX
SPWYX vs WCMLX Comparison
Open Charts SPWYX vs WCMLX
American Beacon Stephens Sm Cp Gr Y
Price$15.28
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets399.65M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
SPWYX vs WCMLX Comparison Chart in %
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SPWYX vs. WCMLX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 400M vs. WCMLX (44M). SPWYX (0.00) and WCMLX (0.00) have matching dividends . SPWYX was incepted earlier than WCMLX: SPWYX (13 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 : 8.60 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. SPWYX (-14.30).
| SPWYX | WCMLX | SPWYX / WCMLX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.586 | 1.166 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 44M | 909% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.60 | 6.46 | 133% |
| Returns for 3 years | 6.33 | 12.74 | 50% |
| Returns for 5 years | -14.30 | 15.95 | -90% |
| Returns for 10 years | -8.83 | N/A | - |
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