BSFIX
Price
$33.07
Change
-$1.21 (-3.53%)
Updated
Dec 18 closing price
WCMLX
Price
$12.88
Change
-$0.51 (-3.81%)
Updated
Dec 18 closing price
Ad is loading...

BSFIX vs WCMLX

Header iconBSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLXBanner chart's image
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
Loading...
View a ticker or compare two or three
VS
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).
BSFIXWCMLXBSFIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years5 years-
Gain YTD4.8648.59757%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.79B41.8M11,447%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.9911.0363%
Returns for 3 years-10.610.30-3,542%
Returns for 5 years12.1028.7542%
Returns for 10 years2.30N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GEIZX17.08N/A
N/A
GuideStone Funds Growth Equity Index Inv
TADGX78.38-0.29
-0.37%
T. Rowe Price Dividend Growth Advisor
PADEX23.25-0.10
-0.43%
Putnam Dynamic Asset Allocation Gr R5
IARYX17.30-0.08
-0.46%
Invesco Real Estate Y
SBHEX9.71-0.06
-0.61%
Segall Bryant & Hamill Em Mkts Retl