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BSFIX vs WCMLX
BSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLX
Baron Small Cap Instl
Price$37.90
Change-$0.56 (-1.46%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Nov 18, 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: 4.39B vs. WCMLX (40.7M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (15 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). BSFIX annual gain was more profitable for investors over the last year : 26.21 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. BSFIX (16.22).
| BSFIX | WCMLX | BSFIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 15.938 | 8.110 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39B | 40.7M | 10,781% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.21 | 20.96 | 125% |
| Returns for 3 years | -19.87 | -17.51 | 113% |
| Returns for 5 years | 16.22 | 30.30 | 54% |
| Returns for 10 years | 6.49 | N/A | - |
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