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BAFSX vs WCMNX
BAFSX vs WCMNX Comparison
Open Charts BAFSX vs WCMNX
Brown Advisory Small-Cap Growth Inst
Price$39.06
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets991.65M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
BAFSX vs WCMNX Comparison Chart
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BAFSX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BAFSX has more cash in the bank: 992M vs. WCMNX (38.8M). BAFSX (0.00) and WCMNX (0.00) have matching dividends . BAFSX was incepted earlier than WCMNX: BAFSX (23 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than BAFSX (0.97). WCMNX is a more actively managed with annual turnover of: 48.00 vs. BAFSX (28.00). 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 : -12.50 vs. BAFSX (-13.63). WCMNX return over 5 years is better than : 21.77 vs. BAFSX (5.46).
| BAFSX | WCMNX | BAFSX / WCMNX | |
| Total Expense Ratio | 0.97 | 1.24 | 78% |
| Annual Report Gross Expense Ratio | 0.97 | 2.11 | 46% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -13.934 | -16.706 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -12.50 | 109% |
| Returns for 3 years | -17.78 | -8.72 | 204% |
| Returns for 5 years | 5.46 | 21.77 | 25% |
| Returns for 10 years | 9.48 | N/A | - |
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