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SPWYX vs WCMNX
SPWYX vs WCMNX Comparison
Open Charts SPWYX vs WCMNX
American Beacon Stephens Sm Cp Gr Y
Price$15.70
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets427.32M
WCM Small Cap Growth Investor
Price$12.89
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets41.26M
SPWYX vs WCMNX Comparison Chart in %
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SPWYX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 427M vs. WCMNX (41.3M). 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 : 0.32 vs. WCMNX (-2.36). WCMNX return over 5 years is better than : -2.21 vs. SPWYX (-15.82).
| 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 | 7.461 | 1.261 | 592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.3M | 1,034% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.32 | -2.36 | -14% |
| Returns for 3 years | 17.16 | 20.09 | 85% |
| Returns for 5 years | -15.82 | -2.21 | 717% |
| Returns for 10 years | -2.94 | N/A | - |
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