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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$36.78
Change+$0.46 (+1.27%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
BDFIX vs WCMNX Comparison Chart in %
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BDFIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.91B vs. WCMNX (43.7M). BDFIX (0.00) and WCMNX (0.00) have matching dividends . BDFIX was incepted earlier than WCMNX: BDFIX (12 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BDFIX (1.05). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BDFIX (31.00). WCMNX has a lower initial minimum investment than BDFIX: WCMNX (1000) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 20.88 vs. WCMNX (4.48). BDFIX return over 5 years is better than : 20.28 vs. WCMNX (11.17).
| BDFIX | WCMNX | BDFIX / WCMNX | |
| Total Expense Ratio | 1.05 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.05 | 2.04 | 51% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 12.935 | 6.698 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 4.48 | 467% |
| Returns for 3 years | 57.80 | 34.06 | 170% |
| Returns for 5 years | 20.28 | 11.17 | 182% |
| Returns for 10 years | 215.04 | N/A | - |
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