Interact to see
Advertisement
Advertisement
STSRX vs WCMLX
STSRX vs WCMLX Comparison
Open Charts STSRX vs WCMLX
American Beacon Stephens Sm Cp Gr R6
Price$15.90
Change-$1.13 (-6.64%)
VolumeN/A
Net Assets444.59M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
STSRX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSRX 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 STSRX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
STSRX has more cash in the bank: 445M vs. WCMLX (47.1M). STSRX (0.00) and WCMLX (0.00) have matching dividends . STSRX was incepted earlier than WCMLX: STSRX (7 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than STSRX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. STSRX (37.00). STSRX has a lower initial minimum investment than WCMLX: STSRX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. STSRX (2.19). WCMLX return over 5 years is better than : -5.30 vs. STSRX (-23.34).
| STSRX | WCMLX | STSRX / WCMLX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 1.05 | 1.79 | 59% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 3.381 | 6.395 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 2.19 | 8.52 | 26% |
| Returns for 3 years | 21.37 | 19.51 | 110% |
| Returns for 5 years | -23.34 | -5.30 | 440% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement