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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$29.67
Change+$0.46 (+1.57%)
VolumeN/A
Net Assets1.51B
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
BDFIX vs WCMLX Comparison Chart
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BDFIX vs. WCMLX 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 WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.51B vs. WCMLX (38.5M). BDFIX (0.00) and WCMLX (0.00) have matching dividends . BDFIX was incepted earlier than WCMLX: BDFIX (12 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than BDFIX (1.05). WCMLX is a more actively managed with annual turnover of: 48.00 vs. BDFIX (34.45). WCMLX has a lower initial minimum investment than BDFIX: WCMLX (100000) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 3.29 vs. WCMLX (-17.03). BDFIX return over 5 years is better than : 59.44 vs. WCMLX (24.50).
| BDFIX | WCMLX | BDFIX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.86 | 56% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -10.316 | -17.418 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 38.5M | 3,914% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.29 | -17.03 | -19% |
| Returns for 3 years | 3.95 | -9.46 | -42% |
| Returns for 5 years | 59.44 | 24.50 | 243% |
| Returns for 10 years | 101.17 | N/A | - |
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