BSFIX
Price
$31.20
Change
+$0.20 (+0.65%)
Updated
Mar 7 closing price
Net Assets
4.6B
WCMLX
Price
$11.41
Change
-$0.41 (-3.47%)
Updated
Mar 10 closing price
Net Assets
42.14M
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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$31.20
Change+$0.20 (+0.65%)
VolumeN/A
Net Assets4.6B
WCM Small Cap Growth Institutional
Price$11.41
Change-$0.41 (-3.47%)
VolumeN/A
Net Assets42.14M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Mar 11, 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.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.6B vs. WCMLX (42.1M). 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 : -10.86 vs. BSFIX (-12.68). WCMLX return over 5 years is better than : 23.12 vs. BSFIX (8.79).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.8656%
Fund Existence16 years5 years-
Gain YTD-5.655-8.08770%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B42.1M10,936%
Annual Yield % from dividends0.000.00-
Returns for 1 year-12.68-10.86117%
Returns for 3 years0.134.513%
Returns for 5 years8.7923.1238%
Returns for 10 years-9.90N/A-
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