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BAFSX vs WCMLX
BAFSX vs WCMLX Comparison
Open Charts BAFSX vs WCMLX
Brown Advisory Small-Cap Growth Inst
Price$44.02
Change-$0.74 (-1.65%)
VolumeN/A
Net Assets969.18M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
BAFSX vs WCMLX Comparison Chart
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BAFSX vs. WCMLX commentary
Jun 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BAFSX has more cash in the bank: 969M vs. WCMLX (41.5M). 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). BAFSX annual gain was more profitable for investors over the last year : -1.06 vs. WCMLX (-1.53). WCMLX return over 5 years is better than : 23.01 vs. BAFSX (4.78).
| 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 | -0.688 | -5.210 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 41.5M | 2,335% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.06 | -1.53 | 69% |
| Returns for 3 years | 8.67 | 26.98 | 32% |
| Returns for 5 years | 4.78 | 23.01 | 21% |
| Returns for 10 years | 25.04 | N/A | - |
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