BSFIX
Price
$32.84
Change
-$0.90 (-2.67%)
Updated
Feb 21 closing price
Net Assets
4.6B
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
40.21M
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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$32.84
Change-$0.90 (-2.67%)
VolumeN/A
Net Assets4.6B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
BSFIX vs WCMLX Comparison Chart
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BSFIX vs. WCMLX commentary
Feb 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.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.6B vs. WCMLX (40.2M). 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 : -1.40 vs. BSFIX (-5.41). WCMLX return over 5 years is better than : 15.29 vs. BSFIX (-1.29).
BSFIXWCMLXBSFIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years5 years-
Gain YTD-0.695-1.47747%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.6B40.2M11,453%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.41-1.40387%
Returns for 3 years-0.217.19-3%
Returns for 5 years-1.2915.29-8%
Returns for 10 years-6.62N/A-
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