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SPWYX vs WCMLX
SPWYX vs WCMLX Comparison
Open Charts SPWYX vs WCMLX
American Beacon Stephens Sm Cp Gr Y
Price$16.77
Change+$0.28 (+1.70%)
VolumeN/A
Net Assets452.12M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
SPWYX vs WCMLX Comparison Chart in %
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SPWYX vs. WCMLX commentary
Oct 09, 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: 452M vs. WCMLX (43.7M). 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 : 8.06 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. SPWYX (-8.29).
| 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 | 12.868 | 6.843 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 43.7M | 1,034% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.06 | 4.73 | 171% |
| Returns for 3 years | 29.13 | 34.97 | 83% |
| Returns for 5 years | -8.29 | 12.53 | -66% |
| Returns for 10 years | 2.42 | N/A | - |
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