BSFIX
Price
$29.78
Change
-$3.49 (-10.49%)
Updated
Feb 3 closing price
Net Assets
3.36B
WCMLX
Price
$14.64
Change
+$0.83 (+6.01%)
Updated
Feb 3 closing price
Net Assets
47.08M
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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$29.78
Change-$3.49 (-10.49%)
VolumeN/A
Net Assets3.36B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
BSFIX vs WCMLX Comparison Chart in %
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BSFIX vs. WCMLX 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 BSFIX is a Buy and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.36B vs. WCMLX (47.1M). 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 : 8.52 vs. BSFIX (-14.89). WCMLX return over 5 years is better than : -5.30 vs. BSFIX (-26.92).
BSFIXWCMLXBSFIX / WCMLX
Total Expense Ratio1.050.99106%
Annual Report Gross Expense Ratio1.051.7959%
Fund Existence17 years6 years-
Gain YTD-1.5216.395-24%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.36B47.1M7,138%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.898.52-175%
Returns for 3 years-2.6819.51-14%
Returns for 5 years-26.92-5.30508%
Returns for 10 years19.94N/A-
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