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WCMLX vs WTSGX
WCMLX vs WTSGX Comparison
Open Charts WCMLX vs WTSGX
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
Segall Bryant & Hamill Small Cap Gr Ret
Price$19.03
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets233.97M
WCMLX vs WTSGX Comparison Chart
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WCMLX vs. WTSGX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
WTSGX has more cash in the bank: 234M vs. WCMLX (42M). WCMLX (0.00) and WTSGX (0.00) have matching dividends . WCMLX was incepted earlier than WTSGX: WCMLX (6 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: 83.00 vs. WTSGX (46.00). 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 : 1.66 vs. WCMLX (-6.97). WTSGX return over 5 years is better than : 49.49 vs. WCMLX (22.04).
| WCMLX | WTSGX | WCMLX / WTSGX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.86 | 1.04 | 179% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | -8.709 | -9.896 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 234M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.97 | 1.66 | -421% |
| Returns for 3 years | 14.99 | 21.99 | 68% |
| Returns for 5 years | 22.04 | 49.49 | 45% |
| Returns for 10 years | N/A | 77.85 | - |