Interact to see
Advertisement
Advertisement
SPWYX vs WCMNX
SPWYX vs WCMNX Comparison
Open Charts SPWYX vs WCMNX
American Beacon Stephens Sm Cp Gr Y
Price$16.77
Change+$0.28 (+1.70%)
VolumeN/A
Net Assets452.12M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
SPWYX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWYX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 452M vs. WCMNX (43.7M). SPWYX (0.00) and WCMNX (0.00) have matching dividends . SPWYX was incepted earlier than WCMNX: SPWYX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than SPWYX (1.14). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SPWYX (37.00). WCMNX has a lower initial minimum investment than SPWYX: WCMNX (1000) vs SPWYX (100000). SPWYX annual gain was more profitable for investors over the last year : 8.06 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. SPWYX (-8.29).
| SPWYX | WCMNX | SPWYX / WCMNX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 12.868 | 6.698 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 4.48 | 180% |
| Returns for 3 years | 29.13 | 34.06 | 86% |
| Returns for 5 years | -8.29 | 11.17 | -74% |
| Returns for 10 years | 2.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement