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BSFIX vs WCMLX
BSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLX
Baron Small Cap Instl
Price$37.07
Change-$0.18 (-0.48%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Sep 21, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.41B vs. WCMLX (41.5M). 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 : 24.10 vs. WCMLX (19.37).
| 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 | 13.399 | 7.461 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.41B | 41.5M | 10,619% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.10 | 19.37 | 124% |
| Returns for 3 years | -15.48 | -13.91 | 111% |
| Returns for 5 years | 17.61 | N/A | - |
| Returns for 10 years | 7.89 | N/A | - |
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