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BDFIX vs VSGAX
BDFIX vs VSGAX Comparison
Open Charts BDFIX vs VSGAX
Baron Discovery Institutional
Price$34.12
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets1.59B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
BDFIX vs VSGAX Comparison Chart
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BDFIX vs. VSGAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. BDFIX (1.59B). 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). BDFIX (25.21) and VSGAX (25.00) have marching annual gain over last year. BDFIX return over 5 years is better than : 53.69 vs. VSGAX (41.96).
| 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 | 4.759 | 3.586 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 38.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 25.21 | 25.00 | 101% |
| Returns for 3 years | 16.37 | 16.69 | 98% |
| Returns for 5 years | 53.69 | 41.96 | 128% |
| Returns for 10 years | 159.22 | 139.82 | 114% |