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BSFIX vs WCMLX
BSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLX
WCM Small Cap Growth Institutional
Price$11.41
Change-$0.41 (-3.47%)
VolumeN/A
Net Assets42.14M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Mar 11, 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 BSFIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.6B vs. WCMLX (42.1M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BSFIX (1.05). 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 : -10.86 vs. BSFIX (-12.68). WCMLX return over 5 years is better than : 23.12 vs. BSFIX (8.79).
| BSFIX | WCMLX | BSFIX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.86 | 56% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -5.655 | -8.087 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 42.1M | 10,936% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.68 | -10.86 | 117% |
| Returns for 3 years | 0.13 | 4.51 | 3% |
| Returns for 5 years | 8.79 | 23.12 | 38% |
| Returns for 10 years | -9.90 | N/A | - |
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