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WCMLX vs WTSGX
WCMLX vs WTSGX Comparison
Open Charts WCMLX vs WTSGX
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
Segall Bryant & Hamill Small Cap Gr Ret
Price$20.44
Change-$0.75 (-3.54%)
VolumeN/A
Net Assets252.45M
WCMLX vs WTSGX Comparison Chart
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WCMLX vs. WTSGX commentary
Feb 23, 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: 252M vs. WCMLX (40.2M). WCMLX (0.00) and WTSGX (0.00) have matching dividends . WCMLX was incepted earlier than WTSGX: WCMLX (5 years) vs WTSGX (11 years). 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 : 13.25 vs. WCMLX (1.79). WTSGX return over 5 years is better than : 54.56 vs. WCMLX (19.02).
| WCMLX | WTSGX | WCMLX / WTSGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.711 | 0.331 | 516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 252M | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.79 | 13.25 | 14% |
| Returns for 3 years | 10.66 | 14.17 | 75% |
| Returns for 5 years | 19.02 | 54.56 | 35% |
| Returns for 10 years | N/A | 95.66 | - |
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