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STSGX vs WCMNX
STSGX vs WCMNX Comparison
Open Charts STSGX vs WCMNX
American Beacon Stephens Sm Cp Gr I
Price$12.46
Change-$1.20 (-8.78%)
VolumeN/A
Net Assets444.59M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
STSGX vs WCMNX Comparison Chart in %
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STSGX 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 STSGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
STSGX has more cash in the bank: 445M vs. WCMNX (47.1M). STSGX (0.00) and WCMNX (0.00) have matching dividends . STSGX was incepted earlier than WCMNX: STSGX (20 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than STSGX (1.42). WCMNX is a more actively managed with annual turnover of: 83.00 vs. STSGX (37.00). WCMNX has a lower initial minimum investment than STSGX: WCMNX (1000) vs STSGX (2500). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. STSGX (-0.40). WCMNX return over 5 years is better than : -6.49 vs. STSGX (-31.31).
| STSGX | WCMNX | STSGX / WCMNX | |
| Total Expense Ratio | 1.28 | 1.24 | 103% |
| Annual Report Gross Expense Ratio | 1.42 | 2.04 | 70% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 3.402 | 6.421 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -0.40 | 8.34 | -5% |
| Returns for 3 years | 15.58 | 18.68 | 83% |
| Returns for 5 years | -31.31 | -6.49 | 483% |
| Returns for 10 years | 3.42 | N/A | - |
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