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WCMNX vs WTSGX
WCMNX vs WTSGX Comparison
Open Charts WCMNX vs WTSGX
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
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
WCMNX vs WTSGX Comparison Chart
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WCMNX 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 WCMNX is a StrongBuy and WTSGX is a Hold.
FUNDAMENTALS
Fundamentals
WTSGX has more cash in the bank: 235M vs. WCMNX (41.6M). WCMNX (0.00) and WTSGX (0.00) have matching dividends . WCMNX was incepted earlier than WTSGX: WCMNX (5 years) vs WTSGX (11 years). WCMNX (2.11) is less costly to investors than WTSGX (1.04). WCMNX is a more actively managed with annual turnover of: 48.00 vs. WTSGX (36.00). WCMNX has a lower initial minimum investment than WTSGX: WCMNX (1000) vs WTSGX (2500). WTSGX annual gain was more profitable for investors over the last year : 1.97 vs. WCMNX (-10.22). WTSGX return over 5 years is better than : 95.22 vs. WCMNX (60.98).
| WCMNX | WTSGX | WCMNX / WTSGX | |
| Total Expense Ratio | 1.24 | 1.04 | 119% |
| Annual Report Gross Expense Ratio | 2.11 | 1.04 | 203% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | -9.299 | -9.138 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| 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 | -10.22 | 1.97 | -520% |
| Returns for 3 years | -7.10 | -6.39 | 111% |
| Returns for 5 years | 60.98 | 95.22 | 64% |
| Returns for 10 years | N/A | 77.69 | - |
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