BSFIX
Price
$32.43
Change
-$0.40 (-1.22%)
Updated
Jun 25 closing price
Net Assets
3.86B
WCMNX
Price
$12.07
Change
-$0.15 (-1.23%)
Updated
Jun 25 closing price
Net Assets
42.06M
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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$32.43
Change-$0.40 (-1.22%)
VolumeN/A
Net Assets3.86B
WCM Small Cap Growth Investor
Price$12.07
Change-$0.15 (-1.23%)
VolumeN/A
Net Assets42.06M
BSFIX vs WCMNX Comparison Chart in %
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BSFIX vs. WCMNX commentary
Jun 26, 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 StrongBuy and WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.86B vs. WCMNX (42.1M). 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 : 0.33 vs. BSFIX (-3.95). WCMNX return over 5 years is better than : 22.32 vs. BSFIX (5.22).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence16 years6 years-
Gain YTD-0.726-3.70420%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.86B42.1M9,164%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.950.33-1,203%
Returns for 3 years13.4016.9479%
Returns for 5 years5.2222.3223%
Returns for 10 years-8.75N/A-
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