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STSIX vs WCMLX
STSIX vs WCMLX Comparison
Open Charts STSIX vs WCMLX
American Beacon Stephens Sm Cp Gr R5
Price$16.82
Change-$0.11 (-0.65%)
VolumeN/A
Net Assets455.08M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
STSIX vs WCMLX Comparison Chart in %
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STSIX vs. WCMLX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 455M vs. WCMLX (43.1M). 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 : 6.21 vs. WCMLX (1.99). WCMLX return over 5 years is better than : 12.81 vs. STSIX (-7.49).
| 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 | 13.548 | 7.543 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 43.1M | 1,056% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.21 | 1.99 | 312% |
| Returns for 3 years | 29.53 | 34.27 | 86% |
| Returns for 5 years | -7.49 | 12.81 | -58% |
| Returns for 10 years | 5.75 | N/A | - |
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