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BAFSX vs WCMLX
BAFSX vs WCMLX Comparison
Open Charts BAFSX vs WCMLX
Brown Advisory Small-Cap Growth Inst
Price$39.06
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets991.65M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
BAFSX vs WCMLX Comparison Chart
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BAFSX vs. WCMLX commentary
Apr 18, 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: 992M vs. WCMLX (38.8M). BAFSX (0.00) and WCMLX (0.00) have matching dividends . BAFSX was incepted earlier than WCMLX: BAFSX (23 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BAFSX (0.97). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -12.36 vs. BAFSX (-13.63). WCMLX return over 5 years is better than : 23.25 vs. BAFSX (5.46).
| BAFSX | WCMLX | BAFSX / WCMLX | |
| Total Expense Ratio | 0.97 | 0.99 | 98% |
| Annual Report Gross Expense Ratio | 0.97 | 1.86 | 52% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -13.934 | -16.719 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 38.8M | 2,557% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.63 | -12.36 | 110% |
| Returns for 3 years | -17.78 | -8.07 | 220% |
| Returns for 5 years | 5.46 | 23.25 | 24% |
| Returns for 10 years | 9.48 | N/A | - |
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