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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$33.94
Change-$0.91 (-2.61%)
VolumeN/A
Net Assets1.72B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
BDFIX vs WCMLX Comparison Chart
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BDFIX vs. WCMLX commentary
Feb 23, 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: 1.72B vs. WCMLX (40.2M). BDFIX (0.00) and WCMLX (0.00) have matching dividends . BDFIX was incepted earlier than WCMLX: BDFIX (11 years) vs WCMLX (5 years). 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 : 18.75 vs. WCMLX (-1.40). BDFIX return over 5 years is better than : 43.39 vs. WCMLX (15.29).
| BDFIX | WCMLX | BDFIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 4.206 | -1.477 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 40.2M | 4,266% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.75 | -1.40 | -1,339% |
| Returns for 3 years | 24.32 | 7.19 | 338% |
| Returns for 5 years | 43.39 | 15.29 | 284% |
| Returns for 10 years | 146.81 | N/A | - |
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