BSFIX
Price
$30.86
Change
+$0.07 (+0.23%)
Updated
Dec 24 closing price
Net Assets
3.56B
WCMLX
Price
$14.08
Change
+$0.01 (+0.07%)
Updated
Dec 24 closing price
Net Assets
44.65M
Interact to see
Advertisement

BSFIX vs WCMLX

Header iconBSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLXBanner chart's image
Baron Small Cap Instl
Price$30.86
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets3.56B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
BSFIX vs WCMLX Comparison Chart in %
View a ticker or compare two or three
VS
BSFIX vs. WCMLX commentary
Dec 26, 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 BSFIX is a Buy and WCMLX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.56B vs. WCMLX (44.7M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BSFIX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BSFIX (13.00). WCMLX has a lower initial minimum investment than BSFIX: WCMLX (100000) vs BSFIX (1000000). WCMLX annual gain was more profitable for investors over the last year : 8.14 vs. BSFIX (-8.21). WCMLX return over 5 years is better than : -4.02 vs. BSFIX (-21.71).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence17 years6 years-
Gain YTD-6.6839.487-70%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.56B44.7M7,971%
Annual Yield % from dividends0.000.00-
Returns for 1 year-8.218.14-101%
Returns for 3 years17.0333.0851%
Returns for 5 years-21.71-4.02540%
Returns for 10 years6.52N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BGIFX15.520.02
+0.12%
Baillie Gifford International Alpha 3
VSMIX28.640.03
+0.10%
Invesco Small Cap Value Y
HDVAX14.980.01
+0.07%
Hartford International Equity A
WAFMX3.62N/A
N/A
Wasatch Frontier Emerg Sm Countrs Inv
MSPRX24.81N/A
N/A
Morgan Stanley Inst Advantage C