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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$36.10
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets1.82B
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
BDFIX vs WCMNX Comparison Chart in %
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BDFIX vs. WCMNX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.82B vs. WCMNX (44.8M). 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 : 21.84 vs. WCMNX (4.52). BDFIX return over 5 years is better than : 25.67 vs. WCMNX (15.60).
| 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 | 10.316 | 5.674 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 4.52 | 483% |
| Returns for 3 years | 43.03 | 21.91 | 196% |
| Returns for 5 years | 25.67 | 15.60 | 165% |
| Returns for 10 years | 183.95 | N/A | - |
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