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STSIX vs WCMLX
STSIX vs WCMLX Comparison
Open Charts STSIX vs WCMLX
American Beacon Stephens Sm Cp Gr R5
Price$14.09
Change-$0.41 (-2.83%)
VolumeN/A
Net Assets348.93M
WCM Small Cap Growth Institutional
Price$12.10
Change-$0.44 (-3.51%)
VolumeN/A
Net Assets40.12M
STSIX vs WCMLX Comparison Chart
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STSIX vs. WCMLX commentary
Mar 04, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 349M vs. WCMLX (40.1M). STSIX (0.00) and WCMLX (0.00) have matching dividends . STSIX was incepted earlier than WCMLX: STSIX (19 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 : -1.36 vs. WCMLX (-3.69). WCMLX return over 5 years is better than : 28.22 vs. STSIX (2.40).
| STSIX | WCMLX | STSIX / 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 | -2.750 | -2.488 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 40.1M | 870% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.36 | -3.69 | 37% |
| Returns for 3 years | -7.11 | 4.24 | -168% |
| Returns for 5 years | 2.40 | 28.22 | 9% |
| Returns for 10 years | -14.94 | N/A | - |
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