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BAFSX vs WCMNX
BAFSX vs WCMNX Comparison
Open Charts BAFSX vs WCMNX
Brown Advisory Small-Cap Growth Inst
Price$44.93
Change-$1.59 (-3.42%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
BAFSX vs WCMNX Comparison Chart
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BAFSX vs. WCMNX commentary
Dec 19, 2024
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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BAFSX has more cash in the bank: 1.52B vs. WCMNX (41.8M). BAFSX (0.00) and WCMNX (0.00) have matching dividends . BAFSX was incepted earlier than WCMNX: BAFSX (22 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. BAFSX (29.00). WCMNX has a lower initial minimum investment than BAFSX: WCMNX (1000) vs BAFSX (1000000). WCMNX annual gain was more profitable for investors over the last year : 4.86 vs. BAFSX (3.86). WCMNX return over 5 years is better than : 21.61 vs. BAFSX (5.90).
| BAFSX | WCMNX | BAFSX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 2.197 | 4.262 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 41.8M | 3,636% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.86 | 4.86 | 79% |
| Returns for 3 years | -11.78 | -4.22 | 279% |
| Returns for 5 years | 5.90 | 21.61 | 27% |
| Returns for 10 years | 26.89 | N/A | - |