BSFIX
Price
$28.80
Change
-$1.84 (-6.01%)
Updated
Apr 3 closing price
Net Assets
4.25B
WCMNX
Price
$10.66
Change
-$0.85 (-7.38%)
Updated
Apr 3 closing price
Net Assets
41.58M
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BSFIX vs WCMNX

Header iconBSFIX vs WCMNX Comparison
Open Charts BSFIX vs WCMNXBanner chart's image
Baron Small Cap Instl
Price$28.80
Change-$1.84 (-6.01%)
VolumeN/A
Net Assets4.25B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
BSFIX vs WCMNX Comparison Chart
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BSFIX vs. WCMNX commentary
Apr 04, 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.26B vs. WCMNX (41.6M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (16 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than BSFIX (1.05). WCMNX is a more actively managed with annual turnover of: 48.00 vs. BSFIX (10.47). WCMNX has a lower initial minimum investment than BSFIX: WCMNX (1000) vs BSFIX (1000000). WCMNX annual gain was more profitable for investors over the last year : -10.22 vs. BSFIX (-14.15). WCMNX return over 5 years is better than : 60.98 vs. BSFIX (40.49).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.1150%
Fund Existence16 years5 years-
Gain YTD-7.348-9.29979%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.26B41.6M10,228%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.15-10.22138%
Returns for 3 years-11.78-7.10166%
Returns for 5 years40.4960.9866%
Returns for 10 years-15.01N/A-
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