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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$36.78
Change+$0.46 (+1.27%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
BDFIX vs WCMLX Comparison Chart in %
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BDFIX vs. WCMLX commentary
Oct 09, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.91B vs. WCMLX (43.7M). BDFIX (0.00) and WCMLX (0.00) have matching dividends . BDFIX was incepted earlier than WCMLX: BDFIX (12 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BDFIX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BDFIX (31.00). 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 : 20.88 vs. WCMLX (4.73). BDFIX return over 5 years is better than : 20.28 vs. WCMLX (12.53).
| BDFIX | WCMLX | BDFIX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.79 | 59% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 12.935 | 6.843 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 43.7M | 4,378% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.88 | 4.73 | 442% |
| Returns for 3 years | 57.80 | 34.97 | 165% |
| Returns for 5 years | 20.28 | 12.53 | 162% |
| Returns for 10 years | 215.04 | N/A | - |
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