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WCMLX vs WTSGX
WCMLX vs WTSGX Comparison
Open Charts WCMLX vs WTSGX
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.74M
Segall Bryant & Hamill Small Cap Gr Ret
Price$20.53
Change-$0.17 (-0.82%)
VolumeN/A
Net Assets248.12M
WCMLX vs WTSGX Comparison Chart in %
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WCMLX vs. WTSGX commentary
Aug 08, 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: 248M vs. WCMLX (43.7M). WCMLX (0.00) and WTSGX (0.00) have matching dividends . WCMLX was incepted earlier than WTSGX: WCMLX (6 years) vs WTSGX (12 years). WCMLX (1.79) 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 : 9.35 vs. WCMLX (6.46). WTSGX return over 5 years is better than : 31.93 vs. WCMLX (15.95).
| WCMLX | WTSGX | WCMLX / WTSGX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.79 | 1.04 | 172% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 1.166 | -1.989 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 248M | 18% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.46 | 9.35 | 69% |
| Returns for 3 years | 12.74 | 18.15 | 70% |
| Returns for 5 years | 15.95 | 31.93 | 50% |
| Returns for 10 years | N/A | 90.26 | - |
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