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BASAX vs WCMNX
BASAX vs WCMNX Comparison
Open Charts BASAX vs WCMNX
Brown Advisory Small-Cap Growth Adv
Price$21.11
Change+$0.22 (+1.05%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
BASAX vs WCMNX Comparison Chart
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BASAX vs. WCMNX commentary
Dec 23, 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 BASAX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BASAX has more cash in the bank: 1.47B vs. WCMNX (40.5M). BASAX (0.00) and WCMNX (0.00) have matching dividends . BASAX was incepted earlier than WCMNX: BASAX (19 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. BASAX (29.00). BASAX has a lower initial minimum investment than WCMNX: BASAX (100) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 5.62 vs. BASAX (-0.75). WCMNX return over 5 years is better than : 22.28 vs. BASAX (-0.05).
| BASAX | WCMNX | BASAX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -1.217 | 4.836 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 40.5M | 3,625% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.75 | 5.62 | -13% |
| Returns for 3 years | -16.40 | -5.75 | 285% |
| Returns for 5 years | -0.05 | 22.28 | -0% |
| Returns for 10 years | 32.80 | N/A | - |
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