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SBHCX vs WCMNX
SBHCX vs WCMNX Comparison
Open Charts SBHCX vs WCMNX
Segall Bryant & Hamill Small Cap Cre Ret
Price$12.75
Change-$0.24 (-1.85%)
VolumeN/A
Net Assets97.93M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
SBHCX vs WCMNX Comparison Chart in %
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SBHCX vs. WCMNX commentary
Nov 14, 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 SBHCX is a StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
SBHCX has more cash in the bank: 97.9M vs. WCMNX (41.9M). SBHCX pays higher dividends than WCMNX: SBHCX (0.20) vs WCMNX (0.00). SBHCX was incepted earlier than WCMNX: SBHCX (6 years) vs WCMNX (6 years). SBHCX (2.46) is less costly to investors than WCMNX (2.04). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SBHCX (40.00). WCMNX has a lower initial minimum investment than SBHCX: WCMNX (1000) vs SBHCX (2500). WCMNX annual gain was more profitable for investors over the last year : -3.16 vs. SBHCX (-7.35). SBHCX return over 5 years is better than : 18.10 vs. WCMNX (3.45).
| SBHCX | WCMNX | SBHCX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 2.46 | 2.04 | 121% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 3.589 | 6.304 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.9M | 41.9M | 234% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | -7.35 | -3.16 | 233% |
| Returns for 3 years | 16.73 | 22.08 | 76% |
| Returns for 5 years | 18.10 | 3.45 | 525% |
| Returns for 10 years | N/A | N/A | - |
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