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WCMLX vs WISGX
WCMLX vs WISGX Comparison
Open Charts WCMLX vs WISGX
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets39.07M
Segall Bryant & Hamill Small Cap GrInstl
Price$18.20
Change+$0.25 (+1.39%)
VolumeN/A
Net Assets216.31M
WCMLX vs WISGX Comparison Chart
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WCMLX vs. WISGX commentary
Apr 14, 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 WCMLX is a StrongBuy and WISGX is a Hold.
FUNDAMENTALS
Fundamentals
WISGX has more cash in the bank: 216M vs. WCMLX (39.1M). WCMLX (0.00) and WISGX (0.00) have matching dividends . WCMLX was incepted earlier than WISGX: WCMLX (5 years) vs WISGX (11 years). WCMLX (1.86) is less costly to investors than WISGX (0.89). WCMLX is a more actively managed with annual turnover of: 48.00 vs. WISGX (36.00). WCMLX has a lower initial minimum investment than WISGX: WCMLX (100000) vs WISGX (250000). WISGX annual gain was more profitable for investors over the last year : -5.80 vs. WCMLX (-15.78). WISGX return over 5 years is better than : 55.56 vs. WCMLX (26.38).
| WCMLX | WISGX | WCMLX / WISGX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.86 | 0.89 | 209% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -16.174 | -16.322 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 216M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.78 | -5.80 | 272% |
| Returns for 3 years | -8.10 | -5.85 | 139% |
| Returns for 5 years | 26.38 | 55.56 | 47% |
| Returns for 10 years | N/A | 64.26 | - |
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