BSFIX
Price
$29.29
Change
+$0.59 (+2.06%)
Updated
Apr 24 closing price
Net Assets
3.75B
WCMLX
Price
$11.28
Change
+$0.27 (+2.45%)
Updated
Apr 24 closing price
Net Assets
39.35M
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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$29.29
Change+$0.59 (+2.06%)
VolumeN/A
Net Assets3.75B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Apr 25, 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 Buy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.76B vs. WCMLX (39.3M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BSFIX (1.05). 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 : -10.85 vs. BSFIX (-16.86). WCMLX return over 5 years is better than : 25.40 vs. BSFIX (10.47).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.8656%
Fund Existence16 years5 years-
Gain YTD-13.214-14.38692%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.76B39.3M9,555%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.86-10.85155%
Returns for 3 years-11.01-5.33206%
Returns for 5 years10.4725.4041%
Returns for 10 years-19.83N/A-
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