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WCMLX vs WTSGX
WCMLX vs WTSGX Comparison
Open Charts WCMLX vs WTSGX
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
Segall Bryant & Hamill Small Cap Gr Ret
Price$17.91
Change-$1.28 (-6.67%)
VolumeN/A
Net Assets235.17M
WCMLX vs WTSGX Comparison Chart
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WCMLX vs. WTSGX commentary
Apr 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 WCMLX is a StrongBuy and WTSGX is a Hold.
FUNDAMENTALS
Fundamentals
WTSGX has more cash in the bank: 235M vs. WCMLX (41.6M). WCMLX (0.00) and WTSGX (0.00) have matching dividends . WCMLX was incepted earlier than WTSGX: WCMLX (5 years) vs WTSGX (11 years). WCMLX (1.86) is less costly to investors than WTSGX (1.04). WCMLX is a more actively managed with annual turnover of: 48.00 vs. WTSGX (36.00). WTSGX has a lower initial minimum investment than WCMLX: WTSGX (2500) vs WCMLX (100000). WTSGX annual gain was more profitable for investors over the last year : 1.97 vs. WCMLX (-9.95). WTSGX return over 5 years is better than : 95.22 vs. WCMLX (62.99).
| WCMLX | WTSGX | WCMLX / WTSGX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.86 | 1.04 | 179% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -9.253 | -9.138 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 235M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.95 | 1.97 | -506% |
| Returns for 3 years | -6.42 | -6.39 | 100% |
| Returns for 5 years | 62.99 | 95.22 | 66% |
| Returns for 10 years | N/A | 77.69 | - |
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