BSFIX
Price
$31.85
Change
-$0.53 (-1.64%)
Updated
Nov 13 closing price
Net Assets
3.51B
WCMNX
Price
$13.05
Change
-$0.44 (-3.26%)
Updated
Nov 13 closing price
Net Assets
41.88M
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BSFIX vs WCMNX

Header iconBSFIX vs WCMNX Comparison
Open Charts BSFIX vs WCMNXBanner chart's image
Baron Small Cap Instl
Price$31.85
Change-$0.53 (-1.64%)
VolumeN/A
Net Assets3.51B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
BSFIX vs WCMNX Comparison Chart in %
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BSFIX vs. WCMNX commentary
Nov 14, 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 WCMNX is a Hold.

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FUNDAMENTALS
Fundamentals
BSFIX has more cash in the bank: 3.51B vs. WCMNX (41.9M). BSFIX (0.00) and WCMNX (0.00) have matching dividends . BSFIX was incepted earlier than WCMNX: BSFIX (16 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BSFIX (1.05). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BSFIX (10.00). WCMNX has a lower initial minimum investment than BSFIX: WCMNX (1000) vs BSFIX (1000000). WCMNX annual gain was more profitable for investors over the last year : -3.16 vs. BSFIX (-18.79). WCMNX return over 5 years is better than : 3.45 vs. BSFIX (-19.47).
BSFIXWCMNXBSFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence16 years6 years-
Gain YTD-3.6926.304-59%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.51B41.9M8,379%
Annual Yield % from dividends0.000.00-
Returns for 1 year-18.79-3.16595%
Returns for 3 years8.5522.0839%
Returns for 5 years-19.473.45-564%
Returns for 10 years-1.46N/A-
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