Interact to see
Advertisement
Advertisement
STSIX vs WCMNX
STSIX vs WCMNX Comparison
Open Charts STSIX vs WCMNX
American Beacon Stephens Sm Cp Gr R5
Price$16.03
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets427.32M
WCM Small Cap Growth Investor
Price$12.89
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets41.26M
STSIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSIX vs. WCMNX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
STSIX has more cash in the bank: 427M vs. WCMNX (41.3M). 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 : 0.50 vs. WCMNX (-2.36). WCMNX return over 5 years is better than : -2.21 vs. STSIX (-14.96).
| 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 | 7.512 | 1.261 | 596% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 41.3M | 1,034% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.50 | -2.36 | -21% |
| Returns for 3 years | 17.87 | 20.09 | 89% |
| Returns for 5 years | -14.96 | -2.21 | 678% |
| Returns for 10 years | -1.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement