BSCFX vs. WMKSX
BSCFX (Baron Small Cap Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, BSCFX returned 10.22%/yr vs 13.33%/yr for WMKSX. Their correlation of 0.82 means they have usually moved in the same direction. BSCFX charges 1.29%/yr vs 1.24%/yr for WMKSX.
Performance
BSCFX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, BSCFX achieves a 0.94% return, which is significantly lower than WMKSX's 19.04% return. Over the past 10 years, BSCFX has underperformed WMKSX with an annualized return of 10.22%, while WMKSX has yielded a comparatively higher 13.33% annualized return.
BSCFX
- 1D
- 0.40%
- 1M
- -3.68%
- 6M
- 0.68%
- YTD
- 0.94%
- 1Y
- -0.88%
- 3Y*
- 6.09%
- 5Y*
- 0.49%
- 10Y*
- 10.22%
- ALL TIME*
- 9.00%
WMKSX
- 1D
- 0.29%
- 1M
- -3.01%
- 6M
- 11.48%
- YTD
- 19.04%
- 1Y
- 29.81%
- 3Y*
- 21.57%
- 5Y*
- 11.07%
- 10Y*
- 13.33%
- ALL TIME*
- 9.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BSCFX Baron Small Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BSCFX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.94% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
WMKSX WesMark Small Company Fund | 19.04% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between BSCFX and WMKSX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 1997 | 0.82 |
The correlation between BSCFX and WMKSX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
BSCFX vs. WMKSX — Risk / Return Rank
BSCFX
WMKSX
BSCFX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and WesMark Small Company Fund (WMKSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSCFX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.26 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 3.19 | -3.34 |
| Martin ratioReturn relative to average drawdown | -0.37 | 9.97 | -10.35 |
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Drawdowns
BSCFX vs. WMKSX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for BSCFX and WMKSX.
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Drawdown Indicators
| BSCFX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -64.09% | +8.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -8.50% | -6.50% |
Max Drawdown (3Y)Largest decline over 3 years | -26.91% | -24.20% | -2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -39.84% | +1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -39.84% | +0.26% |
Current DrawdownCurrent decline from peak | -8.41% | -4.61% | -3.80% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -15.61% | +4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 2.72% | +3.24% |
Volatility
BSCFX vs. WMKSX - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 4.64% compared to WesMark Small Company Fund (WMKSX) at 3.63%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 3.63% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 12.34% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 17.87% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.44% | 26.07% | -3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 23.92% | -1.54% |
BSCFX vs. WMKSX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than WMKSX's 1.24% expense ratio.
Dividends
BSCFX vs. WMKSX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 9.84%, less than WMKSX's 19.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 9.84% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
WMKSX WesMark Small Company Fund | 19.24% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
BSCFX and WMKSX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCFX has higher volatility (4.64%) compared to WMKSX (3.63%). In terms of maximum drawdown, BSCFX dropped -55.59% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.52 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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