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BASAX vs WCMLX
BASAX vs WCMLX Comparison
Open Charts BASAX vs WCMLX
Brown Advisory Small-Cap Growth Adv
Price$19.73
Change+$0.27 (+1.39%)
VolumeN/A
Net Assets985.13M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
BASAX vs WCMLX Comparison Chart
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BASAX vs. WCMLX commentary
May 09, 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 BASAX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BASAX has more cash in the bank: 985M vs. WCMLX (42.1M). BASAX (0.00) and WCMLX (0.00) have matching dividends . BASAX was incepted earlier than WCMLX: BASAX (19 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than BASAX (1.37). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BASAX (28.00). BASAX has a lower initial minimum investment than WCMLX: BASAX (100) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. BASAX (-10.53). WCMLX return over 5 years is better than : 21.31 vs. BASAX (0.67).
| BASAX | WCMLX | BASAX / WCMLX | |
| Total Expense Ratio | 1.37 | 0.99 | 138% |
| Annual Report Gross Expense Ratio | 1.37 | 1.86 | 74% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -7.685 | -9.253 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 985M | 42.1M | 2,340% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.53 | -6.86 | 153% |
| Returns for 3 years | -0.10 | 15.89 | -1% |
| Returns for 5 years | 0.67 | 21.31 | 3% |
| Returns for 10 years | 15.88 | N/A | - |
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