BSFIX
Price
$33.54
Change
+$0.29 (+0.87%)
Updated
Oct 8 closing price
Net Assets
3.74B
WCMNX
Price
$13.74
Change
+$0.20 (+1.48%)
Updated
Oct 8 closing price
Net Assets
43.69M
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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$33.54
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets3.74B
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
BSFIX vs WCMNX Comparison Chart in %
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BSFIX vs. WCMNX commentary
Oct 09, 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 Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.74B vs. WCMNX (43.7M). 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 : 4.48 vs. BSFIX (-10.26). WCMNX return over 5 years is better than : 11.17 vs. BSFIX (-13.59).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence16 years6 years-
Gain YTD1.4336.69821%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B43.7M8,547%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.264.48-229%
Returns for 3 years21.9834.0665%
Returns for 5 years-13.5911.17-122%
Returns for 10 years3.12N/A-
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