BSFIX
Price
$31.27
Change
-$0.08 (-0.26%)
Updated
Nov 19 closing price
Net Assets
3.45B
WCMLX
Price
$13.15
Change
+$0.06 (+0.46%)
Updated
Nov 19 closing price
Net Assets
41.26M
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BSFIX vs WCMLX

Header iconBSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLXBanner chart's image
Baron Small Cap Instl
Price$31.27
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets3.45B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
BSFIX vs WCMLX Comparison Chart in %
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BSFIX vs. WCMLX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.45B vs. WCMLX (41.3M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BSFIX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BSFIX (10.00). 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 : -3.04 vs. BSFIX (-18.98). WCMLX return over 5 years is better than : -0.83 vs. BSFIX (-22.34).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence16 years6 years-
Gain YTD-5.4581.788-305%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.45B41.3M8,349%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.98-3.04625%
Returns for 3 years7.4421.4335%
Returns for 5 years-22.34-0.832,681%
Returns for 10 years-4.71N/A-
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