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BAFSX vs WCMLX
BAFSX vs WCMLX Comparison
Open Charts BAFSX vs WCMLX
Brown Advisory Small-Cap Growth Inst
Price$45.84
Change-$1.05 (-2.24%)
VolumeN/A
Net Assets1.4B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
BAFSX vs WCMLX Comparison Chart
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BAFSX vs. WCMLX commentary
Feb 23, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BAFSX has more cash in the bank: 1.4B vs. WCMLX (40.2M). BAFSX (0.00) and WCMLX (0.00) have matching dividends . BAFSX was incepted earlier than WCMLX: BAFSX (22 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. BAFSX (29.00). WCMLX has a lower initial minimum investment than BAFSX: WCMLX (100000) vs BAFSX (1000000). BAFSX annual gain was more profitable for investors over the last year : -1.06 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. BAFSX (-3.58).
| BAFSX | WCMLX | BAFSX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 1.708 | -1.477 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 40.2M | 3,483% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.06 | -1.40 | 76% |
| Returns for 3 years | -2.92 | 7.19 | -41% |
| Returns for 5 years | -3.58 | 15.29 | -23% |
| Returns for 10 years | 34.59 | N/A | - |