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BSCFX vs WCMLX
BSCFX vs WCMLX Comparison
Open Charts BSCFX vs WCMLX
Baron Small Cap Retail
Price$26.91
Change-$3.43 (-11.31%)
VolumeN/A
Net Assets3.36B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
BSCFX vs WCMLX Comparison Chart in %
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BSCFX vs. WCMLX commentary
Feb 04, 2026
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 BSCFX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
BSCFX has more cash in the bank: 3.36B vs. WCMLX (47.1M). BSCFX (0.00) and WCMLX (0.00) have matching dividends . BSCFX was incepted earlier than WCMLX: BSCFX (28 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BSCFX (1.30). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BSCFX (13.00). BSCFX has a lower initial minimum investment than WCMLX: BSCFX (2000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. BSCFX (-15.83). WCMLX return over 5 years is better than : -5.30 vs. BSCFX (-30.12).
| BSCFX | WCMLX | BSCFX / WCMLX | |
| Total Expense Ratio | 1.30 | 0.99 | 131% |
| Annual Report Gross Expense Ratio | 1.30 | 1.79 | 73% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.537 | 6.395 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 47.1M | 7,138% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.83 | 8.52 | -186% |
| Returns for 3 years | -5.41 | 19.51 | -28% |
| Returns for 5 years | -30.12 | -5.30 | 568% |
| Returns for 10 years | 10.65 | N/A | - |
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