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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$34.96
Change-$0.95 (-2.65%)
VolumeN/A
Net Assets1.83B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
BDFIX vs WCMNX Comparison Chart in %
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BDFIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.83B vs. WCMNX (41.9M). BDFIX (0.00) and WCMNX (0.00) have matching dividends . BDFIX was incepted earlier than WCMNX: BDFIX (12 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than BDFIX (1.05). WCMNX is a more actively managed with annual turnover of: 83.00 vs. BDFIX (31.00). WCMNX has a lower initial minimum investment than BDFIX: WCMNX (1000) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 4.25 vs. WCMNX (-3.16). BDFIX return over 5 years is better than : 11.61 vs. WCMNX (3.45).
| BDFIX | WCMNX | BDFIX / WCMNX | |
| Total Expense Ratio | 1.05 | 1.24 | 85% |
| Annual Report Gross Expense Ratio | 1.05 | 2.04 | 51% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 7.326 | 6.304 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -3.16 | -135% |
| Returns for 3 years | 44.27 | 22.08 | 200% |
| Returns for 5 years | 11.61 | 3.45 | 336% |
| Returns for 10 years | 214.72 | N/A | - |