Interact to see
Advertisement
Advertisement
BDFIX vs WCMLX
BDFIX vs WCMLX Comparison
Open Charts BDFIX vs WCMLX
Baron Discovery Institutional
Price$34.96
Change-$0.95 (-2.65%)
VolumeN/A
Net Assets1.83B
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
BDFIX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDFIX vs. WCMLX commentary
Nov 14, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.83B vs. WCMLX (41.9M). 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 (31.00). 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 : 4.25 vs. WCMLX (-2.98). BDFIX return over 5 years is better than : 11.61 vs. WCMLX (4.74).
| 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 | 7.326 | 6.454 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 41.9M | 4,372% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.25 | -2.98 | -143% |
| Returns for 3 years | 44.27 | 22.89 | 193% |
| Returns for 5 years | 11.61 | 4.74 | 245% |
| Returns for 10 years | 214.72 | N/A | - |