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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$36.10
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets1.82B
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets44.77M
BDFIX vs WCMLX Comparison Chart in %
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BDFIX vs. WCMLX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.82B vs. WCMLX (44.8M). 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 : 21.84 vs. WCMLX (4.77). BDFIX return over 5 years is better than : 25.67 vs. WCMLX (17.13).
| 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 | 10.316 | 5.832 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 44.8M | 4,071% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.84 | 4.77 | 458% |
| Returns for 3 years | 43.03 | 22.83 | 188% |
| Returns for 5 years | 25.67 | 17.13 | 150% |
| Returns for 10 years | 183.95 | N/A | - |
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