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STSIX vs WCMLX
STSIX vs WCMLX Comparison
Open Charts STSIX vs WCMLX
American Beacon Stephens Sm Cp Gr R5
Price$13.12
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets314.42M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
STSIX vs WCMLX Comparison Chart
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STSIX vs. WCMLX commentary
Apr 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 StrongBuy.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 314M vs. WCMLX (38.8M). STSIX (0.00) and WCMLX (0.00) have matching dividends . STSIX was incepted earlier than WCMLX: STSIX (19 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than STSIX (1.10). 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 : -7.32 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. STSIX (-2.03).
| STSIX | WCMLX | STSIX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.10 | 1.86 | 59% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -12.542 | -16.719 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 38.8M | 809% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.32 | -12.36 | 59% |
| Returns for 3 years | -14.66 | -8.07 | 182% |
| Returns for 5 years | -2.03 | 23.25 | -9% |
| Returns for 10 years | -25.68 | N/A | - |
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