BSCFX
Price
$30.00
Change
-$0.81 (-2.63%)
Updated
Feb 21 closing price
Net Assets
4.6B
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
40.21M
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BSCFX vs WCMLX

Header iconBSCFX vs WCMLX Comparison
Open Charts BSCFX vs WCMLXBanner chart's image
Baron Small Cap Retail
Price$30.00
Change-$0.81 (-2.63%)
VolumeN/A
Net Assets4.6B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
BSCFX vs WCMLX Comparison Chart
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BSCFX vs. WCMLX commentary
Feb 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 BSCFX is a Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BSCFX has more cash in the bank: 4.6B vs. WCMLX (40.2M). BSCFX (0.00) and WCMLX (0.00) have matching dividends . BSCFX was incepted earlier than WCMLX: BSCFX (27 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. BSCFX (10.47). BSCFX has a lower initial minimum investment than WCMLX: BSCFX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 1.79 vs. BSCFX (-4.08). WCMLX return over 5 years is better than : 19.02 vs. BSCFX (-2.81).
BSCFXWCMLXBSCFX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years5 years-
Gain YTD1.9861.711116%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B40.2M11,453%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.081.79-228%
Returns for 3 years0.0310.660%
Returns for 5 years-2.8119.02-15%
Returns for 10 years-10.95N/A-
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