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SPWCX vs WCMLX
SPWCX vs WCMLX Comparison
Open Charts SPWCX vs WCMLX
American Beacon Stephens Sm Cp Gr C
Price$8.89
Change-$0.09 (-1.00%)
VolumeN/A
Net Assets438.99M
WCM Small Cap Growth Institutional
Price$14.46
Change-$0.18 (-1.23%)
VolumeN/A
Net Assets47.36M
SPWCX vs WCMLX Comparison Chart in %
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SPWCX vs. WCMLX commentary
Feb 06, 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 SPWCX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SPWCX has more cash in the bank: 439M vs. WCMLX (47.4M). SPWCX (0.00) and WCMLX (0.00) have matching dividends . SPWCX was incepted earlier than WCMLX: SPWCX (14 years) vs WCMLX (6 years). SPWCX (2.15) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SPWCX (37.00). SPWCX has a lower initial minimum investment than WCMLX: SPWCX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 5.93 vs. SPWCX (-6.62). WCMLX return over 5 years is better than : -7.90 vs. SPWCX (-44.33).
| SPWCX | WCMLX | SPWCX / WCMLX | |
| Total Expense Ratio | 2.07 | 0.99 | 209% |
| Annual Report Gross Expense Ratio | 2.15 | 1.79 | 120% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.184 | 5.087 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 47.4M | 926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.62 | 5.93 | -112% |
| Returns for 3 years | 4.47 | 18.04 | 25% |
| Returns for 5 years | -44.33 | -7.90 | 561% |
| Returns for 10 years | -23.17 | N/A | - |
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