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BSFIX vs WCMLX
BSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLX
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets42.34M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
May 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.61B vs. WCMLX (42.3M). 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 (10.47). 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 : -5.25 vs. BSFIX (-11.49). WCMLX return over 5 years is better than : 18.61 vs. BSFIX (4.21).
| BSFIX | WCMLX | BSFIX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.79 | 59% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -5.655 | -7.309 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 42.3M | 8,541% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.49 | -5.25 | 219% |
| Returns for 3 years | 7.73 | 15.95 | 48% |
| Returns for 5 years | 4.21 | 18.61 | 23% |
| Returns for 10 years | -12.26 | N/A | - |
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