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STSIX vs WCMNX
STSIX vs WCMNX Comparison
Open Charts STSIX vs WCMNX
American Beacon Stephens Sm Cp Gr R5
Price$15.59
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets399.65M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.97M
STSIX vs WCMNX Comparison Chart in %
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STSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 400M vs. WCMNX (44M). STSIX (0.00) and WCMNX (0.00) have matching dividends . STSIX was incepted earlier than WCMNX: STSIX (19 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than STSIX (1.09). WCMNX is a more actively managed with annual turnover of: 83.00 vs. STSIX (37.00). WCMNX has a lower initial minimum investment than STSIX: WCMNX (1000) vs STSIX (250000). STSIX annual gain was more profitable for investors over the last year : 8.72 vs. WCMNX (6.30). WCMNX return over 5 years is better than : 14.45 vs. STSIX (-13.49).
| STSIX | WCMNX | STSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.09 | 2.04 | 53% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 4.561 | 1.103 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | 6.30 | 138% |
| Returns for 3 years | 6.93 | 11.95 | 58% |
| Returns for 5 years | -13.49 | 14.45 | -93% |
| Returns for 10 years | -7.20 | N/A | - |
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