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STSGX vs WCMNX
STSGX vs WCMNX Comparison
Open Charts STSGX vs WCMNX
American Beacon Stephens Sm Cp Gr I
Price$10.38
Change-$0.37 (-3.44%)
VolumeN/A
Net Assets321.95M
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
STSGX vs WCMNX Comparison Chart
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STSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSGX has more cash in the bank: 322M vs. WCMNX (39.9M). STSGX (0.00) and WCMNX (0.00) have matching dividends . STSGX was incepted earlier than WCMNX: STSGX (19 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than STSGX (1.33). WCMNX is a more actively managed with annual turnover of: 48.00 vs. STSGX (15.00). WCMNX has a lower initial minimum investment than STSGX: WCMNX (1000) vs STSGX (2500). STSGX annual gain was more profitable for investors over the last year : -10.71 vs. WCMNX (-13.46). WCMNX return over 5 years is better than : 28.29 vs. STSGX (-6.20).
| STSGX | WCMNX | STSGX / WCMNX | |
| Total Expense Ratio | 1.28 | 1.24 | 103% |
| Annual Report Gross Expense Ratio | 1.33 | 2.11 | 63% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -10.566 | -13.869 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -13.46 | 80% |
| Returns for 3 years | -17.75 | -6.18 | 287% |
| Returns for 5 years | -6.20 | 28.29 | -22% |
| Returns for 10 years | -35.38 | N/A | - |
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