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BSGRX vs WCMNX
BSGRX vs WCMNX Comparison
Open Charts BSGRX vs WCMNX
BlackRock Advantage Small Cap Gr R
Price$13.06
Change+$0.16 (+1.24%)
VolumeN/A
Net Assets581.73M
WCM Small Cap Growth Investor
Price$12.38
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets40.12M
BSGRX vs WCMNX Comparison Chart
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BSGRX vs. WCMNX commentary
Mar 04, 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: 582M vs. WCMNX (40.1M). BSGRX (0.00) and WCMNX (0.00) have matching dividends . BSGRX was incepted earlier than WCMNX: BSGRX (7 years) vs WCMNX (5 years). BSGRX is a more actively managed with annual turnover of: 133.00 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 : 5.24 vs. WCMNX (-3.88). WCMNX return over 5 years is better than : 26.71 vs. BSGRX (4.38).
| BSGRX | WCMNX | BSGRX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.188 | -2.443 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 40.1M | 1,451% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.24 | -3.88 | -135% |
| Returns for 3 years | 12.84 | 3.60 | 357% |
| Returns for 5 years | 4.38 | 26.71 | 16% |
| Returns for 10 years | N/A | N/A | - |
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