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BSFIX vs WCMNX
BSFIX vs WCMNX Comparison
Open Charts BSFIX vs WCMNX
Baron Small Cap Instl
Price$33.07
Change-$1.21 (-3.53%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
BSFIX vs WCMNX Comparison Chart
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BSFIX vs. WCMNX commentary
Dec 19, 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: 4.79B vs. WCMNX (41.8M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (16 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). WCMNX annual gain was more profitable for investors over the last year : 10.72 vs. BSFIX (6.99). WCMNX return over 5 years is better than : 27.12 vs. BSFIX (12.10).
| BSFIX | WCMNX | BSFIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 4.864 | 8.361 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 41.8M | 11,447% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.99 | 10.72 | 65% |
| Returns for 3 years | -10.61 | -0.45 | 2,349% |
| Returns for 5 years | 12.10 | 27.12 | 45% |
| Returns for 10 years | 2.30 | N/A | - |
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