BSFIX
Price
$34.52
Change
+$0.23 (+0.67%)
Updated
Jan 17 closing price
Net Assets
4.34B
WCMLX
Price
$13.46
Change
+$0.08 (+0.60%)
Updated
Jan 17 closing price
Net Assets
41.83M
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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$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets4.34B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Jan 19, 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: 4.34B vs. WCMLX (41.8M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 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). WCMLX annual gain was more profitable for investors over the last year : 11.89 vs. BSFIX (6.77). WCMLX return over 5 years is better than : 23.03 vs. BSFIX (7.57).
BSFIXWCMLXBSFIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years5 years-
Gain YTD4.3854.66694%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.34B41.8M10,392%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.7711.8957%
Returns for 3 years-1.627.77-21%
Returns for 5 years7.5723.0333%
Returns for 10 years4.16N/A-
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