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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$32.39
Change+$0.53 (+1.66%)
VolumeN/A
Net Assets1.52B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
BDFIX vs WCMNX Comparison Chart
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BDFIX vs. WCMNX commentary
May 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.53B vs. WCMNX (42.1M). BDFIX (0.00) and WCMNX (0.00) have matching dividends . BDFIX was incepted earlier than WCMNX: BDFIX (12 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than BDFIX (1.05). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BDFIX (34.45). 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 : 16.66 vs. WCMNX (-7.10). BDFIX return over 5 years is better than : 51.35 vs. WCMNX (19.77).
| BDFIX | WCMNX | BDFIX / WCMNX | |
| Total Expense Ratio | 1.05 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.05 | 2.11 | 50% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -2.180 | -9.299 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 42.1M | 3,622% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.66 | -7.10 | -235% |
| Returns for 3 years | 38.82 | 14.99 | 259% |
| Returns for 5 years | 51.35 | 19.77 | 260% |
| Returns for 10 years | 138.43 | N/A | - |
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