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BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
Open Charts BDFIX vs NRGSX
Baron Discovery Institutional
Price$37.05
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.94B
BDFIX vs NRGSX Comparison Chart in %
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BDFIX vs. NRGSX commentary
Dec 26, 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 NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. BDFIX (1.94B). NRGSX pays higher dividends than BDFIX: NRGSX (0.07) 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 : 11.87 vs. NRGSX (-17.12). BDFIX return over 5 years is better than : 3.99 vs. NRGSX (-21.07).
| 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 | 13.755 | -15.822 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 8.21B | 24% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 11.87 | -17.12 | -69% |
| Returns for 3 years | 62.71 | 1.26 | 4,991% |
| Returns for 5 years | 3.99 | -21.07 | -19% |
| Returns for 10 years | 222.84 | 7.95 | 2,801% |
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