BSFIX
Price
$31.52
Change
+$0.05 (+0.16%)
Updated
Jan 14 closing price
Net Assets
3.68B
WCMLX
Price
$14.80
Change
+$0.05 (+0.34%)
Updated
Jan 14 closing price
Net Assets
47.47M
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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$31.52
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets3.68B
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
BSFIX vs WCMLX Comparison Chart in %
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BSFIX vs. WCMLX commentary
Jan 15, 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 BSFIX is a Hold and WCMLX is a Buy.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.68B vs. WCMLX (47.5M). 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 : 13.24 vs. BSFIX (-6.02). WCMLX return over 5 years is better than : -2.44 vs. BSFIX (-20.58).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence17 years6 years-
Gain YTD4.2337.55856%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B47.5M7,747%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.0213.24-46%
Returns for 3 years9.1829.4831%
Returns for 5 years-20.58-2.44844%
Returns for 10 years23.03N/A-
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