Ad is loading...
SSETX vs WCMLX
SSETX vs WCMLX Comparison
Open Charts SSETX vs WCMLX
BNY Mellon Small Cap Gr I
Price$38.00
Change-$0.37 (-0.96%)
VolumeN/A
Net Assets7.86M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets42.61M
SSETX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSETX vs. WCMLX commentary
May 11, 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 SSETX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42.6M vs. SSETX (7.86M). SSETX pays higher dividends than WCMLX: SSETX (0.76) vs WCMLX (0.00). SSETX was incepted earlier than WCMLX: SSETX (28 years) vs WCMLX (6 years). SSETX (2.85) is less costly to investors than WCMLX (1.86). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SSETX (43.90). SSETX has a lower initial minimum investment than WCMLX: SSETX (1000) vs WCMLX (100000). SSETX annual gain was more profitable for investors over the last year : 8.99 vs. WCMLX (-6.50). WCMLX return over 5 years is better than : 22.66 vs. SSETX (9.06).
| SSETX | WCMLX | SSETX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 2.85 | 1.86 | 153% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -5.025 | -8.243 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.86M | 42.6M | 18% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 8.99 | -6.50 | -138% |
| Returns for 3 years | 27.33 | 15.57 | 175% |
| Returns for 5 years | 9.06 | 22.66 | 40% |
| Returns for 10 years | -0.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...