BSFIX
Price
$33.90
Change
+$0.44 (+1.32%)
Updated
Sep 18 closing price
Net Assets
3.81B
WCMNX
Price
$13.97
Change
+$0.39 (+2.87%)
Updated
Sep 18 closing price
Net Assets
45.17M
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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$33.90
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets3.81B
WCM Small Cap Growth Investor
Price$13.97
Change+$0.39 (+2.87%)
VolumeN/A
Net Assets45.17M
BSFIX vs WCMNX Comparison Chart in %
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BSFIX vs. WCMNX commentary
Sep 19, 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 Buy and WCMNX is a Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.81B vs. WCMNX (45.2M). 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 : 5.35 vs. BSFIX (-8.60). WCMNX return over 5 years is better than : 21.25 vs. BSFIX (-7.16).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence16 years6 years-
Gain YTD1.1827.01317%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B45.2M8,425%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.605.35-161%
Returns for 3 years15.3026.9257%
Returns for 5 years-7.1621.25-34%
Returns for 10 years0.97N/A-
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