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SPWAX vs WCMLX
SPWAX vs WCMLX Comparison
Open Charts SPWAX vs WCMLX
American Beacon Stephens Sm Cp Gr A
Price$12.11
Change-$1.20 (-9.02%)
VolumeN/A
Net Assets444.59M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
SPWAX vs WCMLX Comparison Chart in %
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SPWAX vs. WCMLX commentary
Feb 04, 2026
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 SPWAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SPWAX has more cash in the bank: 445M vs. WCMLX (47.1M). SPWAX (0.00) and WCMLX (0.00) have matching dividends . SPWAX was incepted earlier than WCMLX: SPWAX (14 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SPWAX (1.57). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SPWAX (37.00). SPWAX has a lower initial minimum investment than WCMLX: SPWAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. SPWAX (-0.66). WCMLX return over 5 years is better than : -5.30 vs. SPWAX (-32.08).
| SPWAX | WCMLX | SPWAX / WCMLX | |
| Total Expense Ratio | 1.29 | 0.99 | 130% |
| Annual Report Gross Expense Ratio | 1.57 | 1.79 | 88% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.416 | 6.395 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 47.1M | 945% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.66 | 8.52 | -8% |
| Returns for 3 years | 15.00 | 19.51 | 77% |
| Returns for 5 years | -32.08 | -5.30 | 605% |
| Returns for 10 years | 1.27 | N/A | - |
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