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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$37.73
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets2.04B
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
BDFIX vs WCMLX Comparison Chart in %
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BDFIX vs. WCMLX commentary
Jan 15, 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 WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 2.04B vs. WCMLX (47.5M). BDFIX (0.00) and WCMLX (0.00) have matching dividends . BDFIX was incepted earlier than WCMLX: BDFIX (12 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than BDFIX (1.05). WCMLX is a more actively managed with annual turnover of: 83.00 vs. BDFIX (41.00). WCMLX has a lower initial minimum investment than BDFIX: WCMLX (100000) vs BDFIX (1000000). WCMLX (13.24) and BDFIX (13.24) have marching annual gain over last year. BDFIX return over 5 years is better than : 1.37 vs. WCMLX (-2.44).
| BDFIX | WCMLX | BDFIX / WCMLX | |
| Total Expense Ratio | 1.05 | 0.99 | 106% |
| Annual Report Gross Expense Ratio | 1.05 | 1.79 | 59% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.400 | 7.558 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 47.5M | 4,288% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.24 | 13.24 | 100% |
| Returns for 3 years | 50.38 | 29.48 | 171% |
| Returns for 5 years | 1.37 | -2.44 | -56% |
| Returns for 10 years | 272.13 | N/A | - |
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