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STSIX vs WCMNX
STSIX vs WCMNX Comparison
Open Charts STSIX vs WCMNX
American Beacon Stephens Sm Cp Gr R5
Price$14.10
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets348.37M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
STSIX vs WCMNX Comparison Chart
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STSIX vs. WCMNX commentary
May 11, 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: 348M vs. WCMNX (42M). STSIX (0.00) and WCMNX (0.00) have matching dividends . STSIX was incepted earlier than WCMNX: STSIX (19 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than STSIX (1.10). 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 : -4.99 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. STSIX (-5.75).
| STSIX | WCMNX | STSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.10 | 2.11 | 52% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -5.433 | -8.747 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 42M | 829% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.99 | -7.21 | 69% |
| Returns for 3 years | 7.72 | 14.20 | 54% |
| Returns for 5 years | -5.75 | 20.50 | -28% |
| Returns for 10 years | -16.18 | N/A | - |
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