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BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$37.05
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.94B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
BDFIX vs WCMLX Comparison Chart in %
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BDFIX vs. WCMLX 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 WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.94B vs. WCMLX (44.7M). 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). BDFIX annual gain was more profitable for investors over the last year : 11.87 vs. WCMLX (8.14). BDFIX return over 5 years is better than : 3.99 vs. WCMLX (-4.02).
| 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 | 13.755 | 9.487 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 44.7M | 4,340% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.87 | 8.14 | 146% |
| Returns for 3 years | 62.71 | 33.08 | 190% |
| Returns for 5 years | 3.99 | -4.02 | -99% |
| Returns for 10 years | 222.84 | N/A | - |
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