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SPWYX vs WCMLX
SPWYX vs WCMLX Comparison
Open Charts SPWYX vs WCMLX
American Beacon Stephens Sm Cp Gr Y
Price$16.48
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets452.24M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
SPWYX vs WCMLX Comparison Chart in %
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SPWYX vs. WCMLX commentary
Oct 19, 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 SPWYX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 452M vs. WCMLX (43M). SPWYX (0.00) and WCMLX (0.00) have matching dividends . SPWYX was incepted earlier than WCMLX: SPWYX (14 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SPWYX (1.14). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SPWYX (37.00). SPWYX (100000) and WCMLX (100000) have matching initial minimum investment requirements. SPWYX annual gain was more profitable for investors over the last year : 5.30 vs. WCMLX (1.70). WCMLX return over 5 years is better than : 12.48 vs. SPWYX (-9.00).
| SPWYX | WCMLX | SPWYX / WCMLX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 12.799 | 7.232 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 43M | 1,051% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.30 | 1.70 | 313% |
| Returns for 3 years | 28.05 | 33.88 | 83% |
| Returns for 5 years | -9.00 | 12.48 | -72% |
| Returns for 10 years | 3.30 | N/A | - |
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