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BSFIX vs WCMNX
BSFIX vs WCMNX Comparison
Open Charts BSFIX vs WCMNX
Baron Small Cap Instl
Price$37.90
Change-$0.56 (-1.46%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
BSFIX vs WCMNX Comparison Chart
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BSFIX vs. WCMNX commentary
Nov 18, 2024
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 StrongSell and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 4.39B vs. WCMNX (40.7M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (15 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). BSFIX annual gain was more profitable for investors over the last year : 26.21 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. BSFIX (16.22).
| BSFIX | WCMNX | BSFIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 15.938 | 7.869 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.39B | 40.7M | 10,781% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.21 | 20.73 | 126% |
| Returns for 3 years | -19.87 | -18.16 | 109% |
| Returns for 5 years | 16.22 | 28.64 | 57% |
| Returns for 10 years | 6.49 | N/A | - |
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