Baron Asset Fund (BARAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BARAX
BARAX charges 1.29% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BARAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BARAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BARAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BARAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BARAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BARAX vs VMGMX |
Best Risk-Adjusted Alternatives to BARAX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | BARAX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | BARAX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | BARAX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | BARAX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | BARAX vs BFGFX |
Top Performing BARAX Alternatives (YTD)
BARAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | BARAX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | BARAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | BARAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | BARAX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | BARAX vs NEEGX |
Lowest Volatility Alternatives to BARAX
BARAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | BARAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | BARAX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | BARAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | BARAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | BARAX vs VSNGX |
Lowest Drawdown Alternatives to BARAX
BARAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BARAX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BARAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BARAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BARAX vs VLEQX | |
| Calamos Timpani SMID Growth Fund | -11.56% | Jul 31, 2019 | BARAX vs CTIGX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 84 | -5.39% | Apr 30, 2003 | BARAX vs BPTRX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -12.11% | Dec 30, 1994 | BARAX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 52 | -8.95% | Feb 29, 2000 | BARAX vs BIOPX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 27 | -9.02% | Dec 29, 2017 | BARAX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | -5.39% | Dec 31, 2009 | BARAX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 14 | 1.12% | Dec 29, 2017 | BARAX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | -7.98% | Sep 30, 1997 | BARAX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -12.06% | May 29, 2009 | BARAX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 9 | -10.65% | Sep 30, 2013 | BARAX vs BDFIX | |
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | 35 | -10.42% | Apr 30, 2004 | BARAX vs BFTHX |
Often Compared With BARAX
What investors most often compare with BARAX, 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.