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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$33.94
Change-$0.91 (-2.61%)
VolumeN/A
Net Assets1.72B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
BDFIX vs WCMNX Comparison Chart
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BDFIX vs. WCMNX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.72B vs. WCMNX (40.2M). BDFIX (0.00) and WCMNX (0.00) have matching dividends . BDFIX was incepted earlier than WCMNX: BDFIX (11 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 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 : 18.75 vs. WCMNX (-1.65). BDFIX return over 5 years is better than : 43.39 vs. WCMNX (13.84).
| BDFIX | WCMNX | BDFIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 4.206 | -1.497 | -281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 40.2M | 4,266% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.75 | -1.65 | -1,135% |
| Returns for 3 years | 24.32 | 6.38 | 381% |
| Returns for 5 years | 43.39 | 13.84 | 313% |
| Returns for 10 years | 146.81 | N/A | - |
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