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BDFIX vs VEXPX
BDFIX vs VEXPX Comparison
Open Charts BDFIX vs VEXPX
Baron Discovery Institutional
Price$29.67
Change+$0.46 (+1.57%)
VolumeN/A
Net Assets1.51B
BDFIX vs VEXPX Comparison Chart
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BDFIX vs. VEXPX commentary
Apr 12, 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 BDFIX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. BDFIX (1.51B). VEXPX pays higher dividends than BDFIX: VEXPX (0.44) vs BDFIX (0.00). BDFIX was incepted earlier than VEXPX: BDFIX (12 years) vs VEXPX (57 years). BDFIX (1.05) is less costly to investors than VEXPX (0.45). VEXPX (35.00) and BDFIX (34.45) have comparable annual turnover. VEXPX has a lower initial minimum investment than BDFIX: VEXPX (3000) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 3.29 vs. VEXPX (-16.52). BDFIX return over 5 years is better than : 59.44 vs. VEXPX (16.32).
| BDFIX | VEXPX | BDFIX / VEXPX | |
| Total Expense Ratio | 1.05 | 0.45 | 233% |
| Annual Report Gross Expense Ratio | 1.05 | 0.45 | 233% |
| Fund Existence | 12 years | 57 years | - |
| Gain YTD | -10.316 | -16.111 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 19.8B | 8% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 3.29 | -16.52 | -20% |
| Returns for 3 years | 3.95 | -13.29 | -30% |
| Returns for 5 years | 59.44 | 16.32 | 364% |
| Returns for 10 years | 101.17 | -3.05 | -3,314% |