BSFIX
Price
$33.54
Change
+$0.29 (+0.87%)
Updated
Oct 8 closing price
Net Assets
3.74B
WCMLX
Price
$13.95
Change
+$0.21 (+1.53%)
Updated
Oct 8 closing price
Net Assets
43.69M
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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$33.54
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets3.74B
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
BSFIX vs WCMLX Comparison Chart in %
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BSFIX vs. WCMLX commentary
Oct 09, 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: 3.74B vs. WCMLX (43.7M). 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 : 4.73 vs. BSFIX (-10.26). WCMLX return over 5 years is better than : 12.53 vs. BSFIX (-13.59).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence16 years6 years-
Gain YTD1.4336.84321%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B43.7M8,547%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.264.73-217%
Returns for 3 years21.9834.9763%
Returns for 5 years-13.5912.53-108%
Returns for 10 years3.12N/A-
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