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STSIX vs WCMLX
STSIX vs WCMLX Comparison
Open Charts STSIX vs WCMLX
American Beacon Stephens Sm Cp Gr R5
Price$15.59
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets399.65M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
STSIX vs WCMLX Comparison Chart in %
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STSIX vs. WCMLX commentary
Aug 07, 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 STSIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 400M vs. WCMLX (44M). STSIX (0.00) and WCMLX (0.00) have matching dividends . STSIX was incepted earlier than WCMLX: STSIX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than STSIX (1.09). WCMLX is a more actively managed with annual turnover of: 83.00 vs. STSIX (37.00). WCMLX has a lower initial minimum investment than STSIX: WCMLX (100000) vs STSIX (250000). STSIX annual gain was more profitable for investors over the last year : 8.72 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. STSIX (-13.49).
| STSIX | WCMLX | STSIX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.09 | 1.79 | 61% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 4.561 | 1.166 | 391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 44M | 909% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.72 | 6.46 | 135% |
| Returns for 3 years | 6.93 | 12.74 | 54% |
| Returns for 5 years | -13.49 | 15.95 | -85% |
| Returns for 10 years | -7.20 | N/A | - |
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