BSFIX
Price
$33.44
Change
-$0.26 (-0.77%)
Updated
Jul 18 closing price
Net Assets
3.98B
WCMNX
Price
$12.67
Change
-$0.07 (-0.55%)
Updated
Jul 18 closing price
Net Assets
43.34M
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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$33.44
Change-$0.26 (-0.77%)
VolumeN/A
Net Assets3.98B
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.34M
BSFIX vs WCMNX Comparison Chart in %
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BSFIX vs. WCMNX commentary
Jul 20, 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: 3.98B vs. WCMNX (43.3M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (16 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BSFIX (1.05). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BSFIX (10.00). 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 : -1.02 vs. BSFIX (-5.78). WCMNX return over 5 years is better than : 19.30 vs. BSFIX (0.18).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence16 years6 years-
Gain YTD1.119-0.158-710%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.98B43.3M9,199%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.78-1.02569%
Returns for 3 years15.5120.6775%
Returns for 5 years0.1819.301%
Returns for 10 years-5.00N/A-
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