Baron Asset Fund Institutional Class (BARIX) 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 BARIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BARIX
BARIX charges 1.03% annually. There are 101 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 | BARIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BARIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BARIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | BARIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BARIX vs VMFGX |
Best Risk-Adjusted Alternatives to BARIX
BARIX has a PortfoliosLab risk / return rank of 5. There are 100 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | BARIX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | BARIX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | BARIX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | BARIX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | BARIX vs TAAGX |
Top Performing BARIX Alternatives (YTD)
BARIX is at -2.34% YTD. There are 147 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | BARIX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | BARIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | BARIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | BARIX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | BARIX vs WWNPX |
Lowest Volatility Alternatives to BARIX
BARIX has 20.92% 1-year volatility. There are 118 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | BARIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | BARIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | BARIX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | BARIX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | BARIX vs PMEGX |
Lowest Drawdown Alternatives to BARIX
BARIX has a 1-year max drawdown of -16.73%. There are 123 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | BARIX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BARIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BARIX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BARIX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | BARIX vs FAMVX |
Other Mutual Funds from Baron Capital
The 10 most viewed Baron Capital 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 | 34 | -3.59% | — | Apr 2003 | BARIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BARIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BARIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BARIX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BARIX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BARIX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BARIX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BARIX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 11 | 2.73% | — | Dec 2017 | BARIX vs BDAIX | |
| Baron Real Estate Income Fund | REIT | 57 | 14.38% | — | Dec 2017 | BARIX vs BRIIX |
Often Compared With BARIX
Investors most often compare BARIX with VOO, RNPGX, FXAIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BARIX with Any Fund or Stock
Compare BARIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BARIX with funds that move differently
Baron Asset Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BARIX.
Explore BARIX Diversifiers