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BDFIX vs VSGAX
BDFIX vs VSGAX Comparison
Open Charts BDFIX vs VSGAX
Baron Discovery Institutional
Price$34.02
Change-$0.32 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$103.50
Change-$1.06 (-1.01%)
VolumeN/A
CapitalizationN/A
BDFIX vs VSGAX Comparison Chart
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BDFIX vs. VSGAX commentary
Dec 18, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. BDFIX (1.72B). 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 (24.05) and BDFIX (22.90) have marching annual gain over last year. BDFIX return over 5 years is better than : 58.82 vs. VSGAX (49.70).
| 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 | 21.457 | 22.062 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 40.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 22.90 | 24.05 | 95% |
| Returns for 3 years | 2.47 | 8.33 | 30% |
| Returns for 5 years | 58.82 | 49.70 | 118% |
| Returns for 10 years | 159.05 | 140.15 | 113% |
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