BDFIX
Price
$35.06
Change
-$0.24 (-0.68%)
Updated
Jul 18 closing price
Net Assets
1.82B
WCMNX
Price
$12.67
Change
-$0.07 (-0.55%)
Updated
Jul 18 closing price
Net Assets
43.57M
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BDFIX vs WCMNX

Header iconBDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNXBanner chart's image
Baron Discovery Institutional
Price$35.06
Change-$0.24 (-0.68%)
VolumeN/A
Net Assets1.82B
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.57M
BDFIX vs WCMNX Comparison Chart in %
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BDFIX vs. WCMNX commentary
Jul 19, 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.82B vs. WCMNX (43.6M). 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 : 23.00 vs. WCMNX (-1.92). BDFIX return over 5 years is better than : 38.76 vs. WCMNX (19.96).
BDFIXWCMNXBDFIX / WCMNX
Total Expense Ratio1.051.2485%
Annual Report Gross Expense Ratio1.052.0451%
Fund Existence12 years6 years-
Gain YTD8.3820.3942,127%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.82B43.6M4,181%
Annual Yield % from dividends0.000.00-
Returns for 1 year23.00-1.92-1,195%
Returns for 3 years52.6825.15209%
Returns for 5 years38.7619.96194%
Returns for 10 years154.48N/A-
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