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STSGX vs WCMLX
STSGX vs WCMLX Comparison
Open Charts STSGX vs WCMLX
American Beacon Stephens Sm Cp Gr I
Price$11.94
Change-$0.31 (-2.53%)
VolumeN/A
Net Assets356.26M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
STSGX vs WCMLX Comparison Chart
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STSGX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSGX has more cash in the bank: 356M vs. WCMLX (40.2M). STSGX (0.00) and WCMLX (0.00) have matching dividends . STSGX was incepted earlier than WCMLX: STSGX (19 years) vs WCMLX (5 years). 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 : 1.88 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. STSGX (-15.62).
| STSGX | WCMLX | STSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -0.666 | -1.477 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 40.2M | 886% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.88 | -1.40 | -134% |
| Returns for 3 years | -6.21 | 7.19 | -86% |
| Returns for 5 years | -15.62 | 15.29 | -102% |
| Returns for 10 years | -26.10 | N/A | - |
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