Baron Asset Fund Institutional Class (BARIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BARIX
BARIX charges 1.03% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BARIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BARIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BARIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BARIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BARIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BARIX vs VMGMX |
Best Risk-Adjusted Alternatives to BARIX
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 | 90 | Oct 5, 2000 | BARIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BARIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BARIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BARIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BARIX vs BFGIX |
Top Performing BARIX Alternatives (YTD)
BARIX 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 | 50.22% | May 4, 2007 | BARIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BARIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BARIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BARIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BARIX vs NEEGX |
Lowest Volatility Alternatives to BARIX
BARIX 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... | 13.61% | — | BARIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BARIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BARIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BARIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BARIX vs VSNGX |
Lowest Drawdown Alternatives to BARIX
BARIX 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 | -11.12% | Jun 12, 1987 | BARIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BARIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BARIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BARIX vs VLEQX | |
| Calamos Timpani SMID Growth Fund | -11.56% | Jul 31, 2019 | BARIX vs CTIGX |
Other Mutual Funds from Baron Capital Group
Most popular Baron Capital Group mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | 18 | -12.34% | Dec 29, 2017 | BARIX vs BDAFX |
Often Compared With BARIX
What investors most often compare with BARIX, 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.