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STSGX vs WCMLX
STSGX vs WCMLX Comparison
Open Charts STSGX vs WCMLX
American Beacon Stephens Sm Cp Gr I
Price$10.38
Change-$0.37 (-3.44%)
VolumeN/A
Net Assets321.95M
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
STSGX vs WCMLX Comparison Chart
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STSGX vs. WCMLX commentary
Apr 12, 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 STSGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSGX has more cash in the bank: 322M vs. WCMLX (39.9M). STSGX (0.00) and WCMLX (0.00) have matching dividends . STSGX was incepted earlier than WCMLX: STSGX (19 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than STSGX (1.33). WCMLX is a more actively managed with annual turnover of: 48.00 vs. STSGX (15.00). STSGX has a lower initial minimum investment than WCMLX: STSGX (2500) vs WCMLX (100000). STSGX annual gain was more profitable for investors over the last year : -10.71 vs. WCMLX (-13.23). WCMLX return over 5 years is better than : 29.89 vs. STSGX (-6.20).
| STSGX | WCMLX | STSGX / WCMLX | |
| Total Expense Ratio | 1.28 | 0.99 | 129% |
| Annual Report Gross Expense Ratio | 1.33 | 1.86 | 72% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -10.566 | -13.841 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 39.9M | 807% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.71 | -13.23 | 81% |
| Returns for 3 years | -17.75 | -5.46 | 325% |
| Returns for 5 years | -6.20 | 29.89 | -21% |
| Returns for 10 years | -35.38 | N/A | - |
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