Interact to see
Advertisement
Advertisement
SPWYX vs WCMNX
SPWYX vs WCMNX Comparison
Open Charts SPWYX vs WCMNX
American Beacon Stephens Sm Cp Gr Y
Price$15.49
Change-$1.15 (-6.91%)
VolumeN/A
Net Assets442.55M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
SPWYX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPWYX vs. WCMNX 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 SPWYX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
SPWYX has more cash in the bank: 443M vs. WCMNX (47.1M). SPWYX (0.00) and WCMNX (0.00) have matching dividends . SPWYX was incepted earlier than WCMNX: SPWYX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than SPWYX (1.14). WCMNX is a more actively managed with annual turnover of: 83.00 vs. SPWYX (37.00). WCMNX has a lower initial minimum investment than SPWYX: WCMNX (1000) vs SPWYX (100000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. SPWYX (1.84). WCMNX return over 5 years is better than : -6.49 vs. SPWYX (-24.33).
| SPWYX | WCMNX | SPWYX / WCMNX | |
| Total Expense Ratio | 1.06 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.405 | 6.421 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 47.1M | 941% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.84 | 8.34 | 22% |
| Returns for 3 years | 20.54 | 18.68 | 110% |
| Returns for 5 years | -24.33 | -6.49 | 375% |
| Returns for 10 years | 21.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement