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BDFIX vs VSGAX
BDFIX vs VSGAX Comparison
Open Charts BDFIX vs VSGAX
Baron Discovery Institutional
Price$29.67
Change+$0.46 (+1.57%)
VolumeN/A
Net Assets1.51B
Vanguard Small Cap Growth Index Admiral
Price$83.07
Change+$1.30 (+1.59%)
VolumeN/A
Net Assets33.7B
BDFIX vs VSGAX Comparison Chart
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BDFIX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. BDFIX (1.51B). VSGAX pays higher dividends than BDFIX: VSGAX (0.60) vs BDFIX (0.00). BDFIX was incepted earlier than VSGAX: BDFIX (12 years) vs VSGAX (14 years). BDFIX (1.05) is less costly to investors than VSGAX (0.07). 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). BDFIX annual gain was more profitable for investors over the last year : 3.29 vs. VSGAX (-7.88). BDFIX return over 5 years is better than : 59.44 vs. VSGAX (44.48).
| BDFIX | VSGAX | BDFIX / VSGAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.07 | 1,500% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -10.316 | -16.892 | 61% |
| 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 | 33.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | 3.29 | -7.88 | -42% |
| Returns for 3 years | 3.95 | -1.55 | -255% |
| Returns for 5 years | 59.44 | 44.48 | 134% |
| Returns for 10 years | 101.17 | 76.79 | 132% |