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BDFUX vs WCMLX
BDFUX vs WCMLX Comparison
Open Charts BDFUX vs WCMLX
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets43.65M
BDFUX vs WCMLX Comparison Chart
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BDFUX vs. WCMLX commentary
May 23, 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 BDFUX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BDFUX has more cash in the bank: 1.53B vs. WCMLX (43.7M). BDFUX (0.00) and WCMLX (0.00) have matching dividends . BDFUX was incepted earlier than WCMLX: BDFUX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BDFUX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BDFUX (34.45). WCMLX has a lower initial minimum investment than BDFUX: WCMLX (100000) vs BDFUX (5000000). BDFUX annual gain was more profitable for investors over the last year : 19.25 vs. WCMLX (-2.92). BDFUX return over 5 years is better than : 50.62 vs. WCMLX (22.29).
| BDFUX | WCMLX | BDFUX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.79 | 59% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.237 | -4.432 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 43.7M | 3,490% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.25 | -2.92 | -659% |
| Returns for 3 years | 46.65 | 19.44 | 240% |
| Returns for 5 years | 50.62 | 22.29 | 227% |
| Returns for 10 years | N/A | N/A | - |
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