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BSGRX vs WCMNX
BSGRX vs WCMNX Comparison
Open Charts BSGRX vs WCMNX
BlackRock Advantage Small Cap Gr R
Price$11.14
Change-$0.48 (-4.13%)
VolumeN/A
Net Assets517.69M
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
BSGRX vs WCMNX Comparison Chart
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BSGRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSGRX has more cash in the bank: 518M vs. WCMNX (39.9M). BSGRX (0.00) and WCMNX (0.00) have matching dividends . BSGRX was incepted earlier than WCMNX: BSGRX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than BSGRX (1.35). BSGRX is a more actively managed with annual turnover of: 148.00 vs. WCMNX (48.00). BSGRX has a lower initial minimum investment than WCMNX: BSGRX (100) vs WCMNX (1000). BSGRX annual gain was more profitable for investors over the last year : -5.53 vs. WCMNX (-13.46). WCMNX return over 5 years is better than : 28.29 vs. BSGRX (7.64).
| BSGRX | WCMNX | BSGRX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.35 | 2.11 | 64% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.862 | -13.869 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| 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 | -13.46 | 41% |
| Returns for 3 years | 3.25 | -6.18 | -53% |
| Returns for 5 years | 7.64 | 28.29 | 27% |
| Returns for 10 years | N/A | N/A | - |
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