Interact to see
Advertisement
Advertisement
BSFIX vs WCMNX
BSFIX vs WCMNX Comparison
Open Charts BSFIX vs WCMNX
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
BSFIX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSFIX vs. WCMNX commentary
May 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.61B vs. WCMNX (42.3M). 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 (10.47). 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 : -5.47 vs. BSFIX (-11.49). WCMNX return over 5 years is better than : 17.13 vs. BSFIX (4.21).
| BSFIX | WCMNX | BSFIX / WCMNX | |
| Total Expense Ratio | 1.05 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.05 | 2.04 | 51% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -5.655 | -7.329 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 42.3M | 8,541% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.49 | -5.47 | 210% |
| Returns for 3 years | 7.73 | 15.07 | 51% |
| Returns for 5 years | 4.21 | 17.13 | 25% |
| Returns for 10 years | -12.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement