BSFIX
Price
$34.52
Change
+$0.23 (+0.67%)
Updated
Jan 17 closing price
Net Assets
4.34B
WCMNX
Price
$13.28
Change
+$0.08 (+0.61%)
Updated
Jan 17 closing price
Net Assets
41.83M
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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$34.52
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets4.34B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
BSFIX vs WCMNX Comparison Chart
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BSFIX vs. WCMNX 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.34B vs. WCMNX (41.8M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (16 years) vs WCMNX (5 years). 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 : 11.60 vs. BSFIX (6.77). WCMNX return over 5 years is better than : 21.39 vs. BSFIX (7.57).
BSFIXWCMNXBSFIX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years5 years-
Gain YTD4.3854.64994%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.34B41.8M10,392%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.7711.6058%
Returns for 3 years-1.626.92-23%
Returns for 5 years7.5721.3935%
Returns for 10 years4.16N/A-
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