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BDFIX vs VSGIX
BDFIX vs VSGIX Comparison
Open Charts BDFIX vs VSGIX
Baron Discovery Institutional
Price$35.19
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets1.69B
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
BDFIX vs VSGIX Comparison Chart in %
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BDFIX vs. VSGIX commentary
Jul 07, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. BDFIX (1.69B). VSGIX pays higher dividends than BDFIX: VSGIX (0.55) vs BDFIX (0.00). BDFIX was incepted earlier than VSGIX: BDFIX (12 years) vs VSGIX (25 years). BDFIX (1.05) is less costly to investors than VSGIX (0.06). BDFIX is a more actively managed with annual turnover of: 34.45 vs. VSGIX (21.00). BDFIX has a lower initial minimum investment than VSGIX: BDFIX (1000000) vs VSGIX (5000000). BDFIX annual gain was more profitable for investors over the last year : 30.96 vs. VSGIX (12.95). BDFIX return over 5 years is better than : 43.63 vs. VSGIX (40.73).
| BDFIX | VSGIX | BDFIX / VSGIX | |
| Total Expense Ratio | 1.05 | 0.06 | 1,750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.06 | 1,750% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.044 | 0.607 | 1,326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 35B | 5% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 30.96 | 12.95 | 239% |
| Returns for 3 years | 52.87 | 41.88 | 126% |
| Returns for 5 years | 43.63 | 40.73 | 107% |
| Returns for 10 years | 155.72 | 116.42 | 134% |
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