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SSETX vs WCMNX
SSETX vs WCMNX Comparison
Open Charts SSETX vs WCMNX
BNY Mellon Small Cap Gr I
Price$35.85
Change+$3.33 (+10.24%)
VolumeN/A
Net Assets7.19M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets36.21M
SSETX vs WCMNX Comparison Chart
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SSETX vs. WCMNX commentary
Apr 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 36.2M vs. SSETX (7.19M). SSETX pays higher dividends than WCMNX: SSETX (0.77) vs WCMNX (0.00). SSETX was incepted earlier than WCMNX: SSETX (28 years) vs WCMNX (5 years). SSETX (2.85) is less costly to investors than WCMNX (2.11). WCMNX is a more actively managed with annual turnover of: 48.00 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 : -9.54 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. SSETX (10.55).
| 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 | 5 years | - |
| Gain YTD | -19.505 | -22.143 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.19M | 36.2M | 20% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | -9.54 | -23.23 | 41% |
| Returns for 3 years | -13.29 | -15.70 | 85% |
| Returns for 5 years | 10.55 | 15.96 | 66% |
| Returns for 10 years | -17.93 | N/A | - |
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