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STSIX vs WCMNX
STSIX vs WCMNX Comparison
Open Charts STSIX vs WCMNX
American Beacon Stephens Sm Cp Gr R5
Price$16.35
Change-$0.23 (-1.39%)
VolumeN/A
Net Assets434.41M
WCM Small Cap Growth Investor
Price$13.48
Change-$0.22 (-1.61%)
VolumeN/A
Net Assets44.71M
STSIX vs WCMNX Comparison Chart in %
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STSIX vs. WCMNX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 434M vs. WCMNX (44.7M). 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 : 9.15 vs. WCMNX (7.41). WCMNX return over 5 years is better than : 22.77 vs. STSIX (-2.79).
| 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 | 9.658 | 6.225 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 44.7M | 971% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.15 | 7.41 | 123% |
| Returns for 3 years | 17.46 | 23.78 | 73% |
| Returns for 5 years | -2.79 | 22.77 | -12% |
| Returns for 10 years | 0.26 | N/A | - |
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