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BSGRX vs WCMNX
BSGRX vs WCMNX Comparison
Open Charts BSGRX vs WCMNX
BlackRock Advantage Small Cap Gr R
Price$13.07
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets570.26M
WCM Small Cap Growth Investor
Price$11.95
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets41.15M
BSGRX vs WCMNX Comparison Chart in %
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BSGRX vs. WCMNX commentary
Jun 21, 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: 570M vs. WCMNX (41.1M). BSGRX (0.00) and WCMNX (0.00) have matching dividends . BSGRX was incepted earlier than WCMNX: BSGRX (7 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BSGRX (1.35). BSGRX is a more actively managed with annual turnover of: 148.00 vs. WCMNX (83.00). 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 : 6.26 vs. WCMNX (-2.13). WCMNX return over 5 years is better than : 16.36 vs. BSGRX (1.55).
| BSGRX | WCMNX | BSGRX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.35 | 2.04 | 66% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -3.113 | -5.831 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 41.1M | 1,387% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.26 | -2.13 | -294% |
| Returns for 3 years | 44.27 | 26.59 | 166% |
| Returns for 5 years | 1.55 | 16.36 | 9% |
| Returns for 10 years | N/A | N/A | - |
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