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BDFIX vs VSGAX
BDFIX vs VSGAX Comparison
Open Charts BDFIX vs VSGAX
Baron Discovery Institutional
Price$28.40
Change-$0.33 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$87.06
Change-$1.50 (-1.69%)
VolumeN/A
CapitalizationN/A
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BDFIX vs VSGAX Comparison Chart
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BDFIX vs. VSGAX commentary
Sep 08, 2024
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 StrongSell and VSGAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. BDFIX (1.45B). VSGAX pays higher dividends than BDFIX: VSGAX (0.66) vs BDFIX (0.00). BDFIX was incepted earlier than VSGAX: BDFIX (11 years) vs VSGAX (13 years). BDFIX is a more actively managed with annual turnover of: 34.45 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than BDFIX: VSGAX (3000) vs BDFIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 10.82 vs. BDFIX (8.62). BDFIX return over 5 years is better than : 45.76 vs. VSGAX (36.17).
| BDFIX | VSGAX | BDFIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.571 | 4.384 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 35.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 8.62 | 10.82 | 80% |
| Returns for 3 years | -28.89 | -14.86 | 194% |
| Returns for 5 years | 45.76 | 36.17 | 127% |
| Returns for 10 years | 128.85 | 106.68 | 121% |