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STSIX vs WCMLX
STSIX vs WCMLX Comparison
Open Charts STSIX vs WCMLX
American Beacon Stephens Sm Cp Gr R5
Price$15.74
Change+$0.13 (+0.83%)
VolumeN/A
Net Assets381.91M
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
STSIX vs WCMLX Comparison Chart
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STSIX vs. WCMLX commentary
Jan 31, 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: 382M vs. WCMLX (42.3M). STSIX (0.00) and WCMLX (0.00) have matching dividends . STSIX was incepted earlier than WCMLX: STSIX (18 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. STSIX (15.00). 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 : 16.77 vs. WCMLX (10.78). WCMLX return over 5 years is better than : 28.63 vs. STSIX (1.35).
| STSIX | WCMLX | STSIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 5.567 | 5.521 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 42.3M | 903% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.77 | 10.78 | 156% |
| Returns for 3 years | 0.06 | 10.33 | 1% |
| Returns for 5 years | 1.35 | 28.63 | 5% |
| Returns for 10 years | -1.69 | N/A | - |
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