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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$34.02
Change-$0.32 (-0.93%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.22
Change-$0.14 (-1.05%)
VolumeN/A
CapitalizationN/A
BDFIX vs WCMNX Comparison Chart
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BDFIX vs. WCMNX commentary
Dec 19, 2024
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 (42.3M). 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 : 22.90 vs. WCMNX (10.72). BDFIX return over 5 years is better than : 58.82 vs. WCMNX (27.12).
| 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 | 21.457 | 8.361 | 257% |
| 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 | 42.3M | 4,054% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 22.90 | 10.72 | 214% |
| Returns for 3 years | 2.47 | -0.45 | -547% |
| Returns for 5 years | 58.82 | 27.12 | 217% |
| Returns for 10 years | 159.05 | N/A | - |