BSCFX
Price
$25.79
Change
+$0.36 (+1.42%)
Updated
Apr 11 closing price
Net Assets
3.75B
WCMLX
Price
$10.78
Change
+$0.16 (+1.51%)
Updated
Apr 11 closing price
Net Assets
38.46M
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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$25.79
Change+$0.36 (+1.42%)
VolumeN/A
Net Assets3.75B
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
BSCFX vs WCMLX Comparison Chart
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BSCFX vs. WCMLX commentary
Apr 12, 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: 3.76B vs. WCMLX (38.5M). BSCFX (0.00) and WCMLX (0.00) have matching dividends . BSCFX was incepted earlier than WCMLX: BSCFX (28 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BSCFX (1.30). 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 : -17.03 vs. BSCFX (-21.87). WCMLX return over 5 years is better than : 24.50 vs. BSCFX (5.08).
BSCFXWCMLXBSCFX / WCMLX
Total Expense Ratio1.300.99131%
Annual Report Gross Expense Ratio1.301.8670%
Fund Existence28 years5 years-
Gain YTD-15.823-17.41891%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B38.5M9,753%
Annual Yield % from dividends0.000.00-
Returns for 1 year-21.87-17.03128%
Returns for 3 years-16.62-9.46176%
Returns for 5 years5.0824.5021%
Returns for 10 years-28.43N/A-
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