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BSFIX vs WCMLX
BSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLX
Baron Small Cap Instl
Price$33.07
Change-$1.21 (-3.53%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Dec 19, 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 BSFIX is a StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.79B vs. WCMLX (41.8M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. BSFIX (10.47). WCMLX has a lower initial minimum investment than BSFIX: WCMLX (100000) vs BSFIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 11.03 vs. BSFIX (6.99). WCMLX return over 5 years is better than : 28.75 vs. BSFIX (12.10).
| BSFIX | WCMLX | BSFIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 4.864 | 8.597 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 41.8M | 11,447% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.99 | 11.03 | 63% |
| Returns for 3 years | -10.61 | 0.30 | -3,542% |
| Returns for 5 years | 12.10 | 28.75 | 42% |
| Returns for 10 years | 2.30 | N/A | - |
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