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BAFSX vs WCMNX
BAFSX vs WCMNX Comparison
Open Charts BAFSX vs WCMNX
Brown Advisory Small-Cap Growth Inst
Price$46.47
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets1.47B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.57M
BAFSX vs WCMNX Comparison Chart
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BAFSX vs. WCMNX commentary
Jan 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: 1.47B vs. WCMNX (41.6M). 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 : 11.60 vs. BAFSX (4.31). WCMNX return over 5 years is better than : 21.39 vs. BAFSX (-0.02).
| 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 | 3.106 | 4.649 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 41.6M | 3,538% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.31 | 11.60 | 37% |
| Returns for 3 years | -6.99 | 6.92 | -101% |
| Returns for 5 years | -0.02 | 21.39 | -0% |
| Returns for 10 years | 46.89 | N/A | - |