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SSETX vs WCMNX
SSETX vs WCMNX Comparison
Open Charts SSETX vs WCMNX
BNY Mellon Small Cap Gr I
Price$38.00
Change-$0.37 (-0.96%)
VolumeN/A
Net Assets7.86M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets42.61M
SSETX vs WCMNX Comparison Chart
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SSETX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.6M vs. SSETX (7.86M). SSETX pays higher dividends than WCMNX: SSETX (0.76) vs WCMNX (0.00). SSETX was incepted earlier than WCMNX: SSETX (28 years) vs WCMNX (6 years). SSETX (2.85) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SSETX (43.90). SSETX (1000) and WCMNX (1000) have matching initial minimum investment requirements. SSETX annual gain was more profitable for investors over the last year : 8.99 vs. WCMNX (-6.73). WCMNX return over 5 years is better than : 21.12 vs. SSETX (9.06).
| SSETX | WCMNX | SSETX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 2.85 | 2.11 | 135% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -5.025 | -8.274 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -6.73 | -134% |
| Returns for 3 years | 27.33 | 14.79 | 185% |
| Returns for 5 years | 9.06 | 21.12 | 43% |
| Returns for 10 years | -0.93 | N/A | - |
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