BSFIX
Price
$33.44
Change
+$0.56 (+1.70%)
Updated
Oct 20 closing price
Net Assets
3.68B
WCMLX
Price
$14.04
Change
+$0.25 (+1.81%)
Updated
Oct 20 closing price
Net Assets
42.97M
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BSFIX vs WCMLX

Header iconBSFIX vs WCMLX Comparison
Open Charts BSFIX vs WCMLXBanner chart's image
Baron Small Cap Instl
Price$33.44
Change+$0.56 (+1.70%)
VolumeN/A
Net Assets3.68B
WCM Small Cap Growth Institutional
Price$14.04
Change+$0.25 (+1.81%)
VolumeN/A
Net Assets42.97M
BSFIX vs WCMLX Comparison Chart in %
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BSFIX vs. WCMLX commentary
Oct 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 BSFIX is a Hold and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.68B vs. WCMLX (43M). BSFIX (0.00) and WCMLX (0.00) have matching dividends . BSFIX was incepted earlier than WCMLX: BSFIX (16 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 (10.00). 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 : 1.70 vs. BSFIX (-14.68). WCMLX return over 5 years is better than : 12.48 vs. BSFIX (-15.55).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence16 years6 years-
Gain YTD-0.5657.232-8%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B43M8,551%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.681.70-865%
Returns for 3 years18.5433.8855%
Returns for 5 years-15.5512.48-125%
Returns for 10 years1.49N/A-
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