Baron Asset Fund (BARAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BARAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BARAX
BARAX charges 1.29% annually. There are 142 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | BARAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BARAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BARAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BARAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | BARAX vs VMGMX |
Best Risk-Adjusted Alternatives to BARAX
BARAX has a PortfoliosLab risk / return rank of 3. There are 139 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | BARAX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | BARAX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | BARAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | BARAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | BARAX vs POAGX |
Top Performing BARAX Alternatives (YTD)
BARAX is at -3.88% YTD. There are 153 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | BARAX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | BARAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | BARAX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | BARAX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | BARAX vs CTIGX |
Lowest Volatility Alternatives to BARAX
BARAX has 14.75% 1-year volatility. There are 27 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | BARAX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | BARAX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | BARAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | BARAX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | BARAX vs SGFFX |
Lowest Drawdown Alternatives to BARAX
BARAX has a 1-year max drawdown of -10.75%. There are 35 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BARAX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | BARAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BARAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BARAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BARAX vs SECUX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 35 | -0.19% | — | Apr 2003 | BARAX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 26 | 1.84% | — | Jun 2008 | BARAX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 32 | 11.24% | — | Feb 2000 | BARAX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -11.42% | — | Dec 1994 | BARAX vs BGRFX | |
| Baron Real Estate Income Fund | REIT | 18 | 8.09% | — | Dec 2017 | BARAX vs BRIIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -11.33% | — | May 2009 | BARAX vs BGRIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 22 | 6.50% | — | Dec 2017 | BARAX vs BDAIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -1.94% | — | Sep 1997 | BARAX vs BSCFX | |
| Baron Real Estate Fund | REIT | 11 | 0.84% | — | Dec 2009 | BARAX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 11 | 0.74% | — | Dec 2017 | BARAX vs BWBIX |
Often Compared With BARAX
Investors most often compare BARAX with BTU, VOO, MXXIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BARAX with Any Fund or Stock
Compare BARAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BARAX with funds that move differently
Baron Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BARAX.
Explore BARAX Diversifiers