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BSCFX vs WCMNX
BSCFX vs WCMNX Comparison
Open Charts BSCFX vs WCMNX
Baron Small Cap Retail
Price$26.91
Change-$3.43 (-11.31%)
VolumeN/A
Net Assets3.36B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
BSCFX vs WCMNX Comparison Chart in %
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BSCFX vs. WCMNX commentary
Feb 05, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
BSCFX has more cash in the bank: 3.36B vs. WCMNX (47.1M). BSCFX (0.00) and WCMNX (0.00) have matching dividends . BSCFX was incepted earlier than WCMNX: BSCFX (28 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BSCFX (1.30). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BSCFX (13.00). WCMNX has a lower initial minimum investment than BSCFX: WCMNX (1000) vs BSCFX (2000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. BSCFX (-15.83). WCMNX return over 5 years is better than : -6.49 vs. BSCFX (-30.12).
| BSCFX | WCMNX | BSCFX / WCMNX | |
| Total Expense Ratio | 1.30 | 1.24 | 105% |
| Annual Report Gross Expense Ratio | 1.30 | 2.04 | 64% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -1.537 | 6.421 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | 8.34 | -190% |
| Returns for 3 years | -5.41 | 18.68 | -29% |
| Returns for 5 years | -30.12 | -6.49 | 464% |
| Returns for 10 years | 10.65 | N/A | - |
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