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STSIX vs WCMNX
STSIX vs WCMNX Comparison
Open Charts STSIX vs WCMNX
American Beacon Stephens Sm Cp Gr R5
Price$14.09
Change-$0.41 (-2.83%)
VolumeN/A
Net Assets348.93M
WCM Small Cap Growth Investor
Price$11.94
Change-$0.44 (-3.55%)
VolumeN/A
Net Assets40.12M
STSIX vs WCMNX Comparison Chart
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STSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 349M vs. WCMNX (40.1M). STSIX (0.00) and WCMNX (0.00) have matching dividends . STSIX was incepted earlier than WCMNX: STSIX (19 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. STSIX (15.00). 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 : -1.36 vs. WCMNX (-3.88). WCMNX return over 5 years is better than : 26.71 vs. STSIX (2.40).
| STSIX | WCMNX | STSIX / WCMNX | |
| 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 | -2.443 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -3.88 | 35% |
| Returns for 3 years | -7.11 | 3.60 | -198% |
| Returns for 5 years | 2.40 | 26.71 | 9% |
| Returns for 10 years | -14.94 | N/A | - |
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