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BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
Open Charts BDFIX vs NRGSX
Baron Discovery Institutional
Price$35.10
Change-$1.49 (-4.07%)
VolumeN/A
Net Assets1.84B
BDFIX vs NRGSX Comparison Chart in %
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BDFIX vs. NRGSX commentary
Feb 05, 2026
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 NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. BDFIX (1.84B). NRGSX pays higher dividends than BDFIX: NRGSX (0.48) vs BDFIX (0.00). BDFIX was incepted earlier than NRGSX: BDFIX (12 years) vs NRGSX (13 years). BDFIX (1.05) is less costly to investors than NRGSX (0.74). BDFIX is a more actively managed with annual turnover of: 41.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than BDFIX: NRGSX (0) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 0.03 vs. NRGSX (-12.75). BDFIX return over 5 years is better than : -9.68 vs. NRGSX (-23.10).
| BDFIX | NRGSX | BDFIX / NRGSX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.74 | 142% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -2.878 | 5.452 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 8.49B | 22% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 0.03 | -12.75 | -0% |
| Returns for 3 years | 27.82 | -6.33 | -439% |
| Returns for 5 years | -9.68 | -23.10 | 42% |
| Returns for 10 years | 263.73 | 24.83 | 1,062% |
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