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BSGRX vs WCMLX
BSGRX vs WCMLX Comparison
Open Charts BSGRX vs WCMLX
BlackRock Advantage Small Cap Gr R
Price$11.14
Change-$0.48 (-4.13%)
VolumeN/A
Net Assets517.69M
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
BSGRX vs WCMLX Comparison Chart
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BSGRX vs. WCMLX commentary
Apr 11, 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 BSGRX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSGRX has more cash in the bank: 518M vs. WCMLX (39.9M). BSGRX (0.00) and WCMLX (0.00) have matching dividends . BSGRX was incepted earlier than WCMLX: BSGRX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BSGRX (1.35). BSGRX is a more actively managed with annual turnover of: 148.00 vs. WCMLX (48.00). BSGRX has a lower initial minimum investment than WCMLX: BSGRX (100) vs WCMLX (100000). BSGRX annual gain was more profitable for investors over the last year : -5.53 vs. WCMLX (-13.23). WCMLX return over 5 years is better than : 29.89 vs. BSGRX (7.64).
| BSGRX | WCMLX | BSGRX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.86 | 73% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.862 | -13.841 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 39.9M | 1,298% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.53 | -13.23 | 42% |
| Returns for 3 years | 3.25 | -5.46 | -59% |
| Returns for 5 years | 7.64 | 29.89 | 26% |
| Returns for 10 years | N/A | N/A | - |
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