Ad is loading...
BAFSX vs WCMLX
BAFSX vs WCMLX Comparison
Open Charts BAFSX vs WCMLX
Brown Advisory Small-Cap Growth Inst
Price$43.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.03B
WCM Small Cap Growth Institutional
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets43.37M
BAFSX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BAFSX vs. WCMLX commentary
May 14, 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 BAFSX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BAFSX has more cash in the bank: 1.03B vs. WCMLX (43.4M). BAFSX (0.00) and WCMLX (0.00) have matching dividends . BAFSX was incepted earlier than WCMLX: BAFSX (23 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BAFSX (0.97). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BAFSX (28.00). WCMLX has a lower initial minimum investment than BAFSX: WCMLX (100000) vs BAFSX (1000000). WCMLX annual gain was more profitable for investors over the last year : -6.53 vs. BAFSX (-9.88). WCMLX return over 5 years is better than : 29.01 vs. BAFSX (8.67).
| BAFSX | WCMLX | BAFSX / WCMLX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 0.97 | 1.79 | 54% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -6.323 | -8.709 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 43.4M | 2,378% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.88 | -6.53 | 151% |
| Returns for 3 years | -1.22 | 10.75 | -11% |
| Returns for 5 years | 8.67 | 29.01 | 30% |
| Returns for 10 years | 20.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...