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BDFIX vs WCMNX
BDFIX vs WCMNX Comparison
Open Charts BDFIX vs WCMNX
Baron Discovery Institutional
Price$35.10
Change-$1.49 (-4.07%)
VolumeN/A
Net Assets1.84B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
BDFIX vs WCMNX Comparison Chart in %
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BDFIX vs. WCMNX commentary
Feb 05, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
BDFIX has more cash in the bank: 1.84B vs. WCMNX (47.1M). 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 (41.00). WCMNX has a lower initial minimum investment than BDFIX: WCMNX (1000) vs BDFIX (1000000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. BDFIX (0.03). WCMNX return over 5 years is better than : -6.49 vs. BDFIX (-9.68).
| 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 | -2.878 | 6.421 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 47.1M | 3,909% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.03 | 8.34 | 0% |
| Returns for 3 years | 27.82 | 18.68 | 149% |
| Returns for 5 years | -9.68 | -6.49 | 149% |
| Returns for 10 years | 263.73 | N/A | - |
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