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% | 33.80B | 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 10. There are 76 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | BARIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | BARIX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BARIX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | BARIX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | BARIX vs POAGX |
Top Performing BARIX Alternatives (YTD)
BARIX is at 4.87% YTD. There are 119 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | BARIX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | BARIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | BARIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | BARIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | BARIX vs POAGX |
Lowest Volatility Alternatives to BARIX
BARIX has 20.46% 1-year volatility. There are 118 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | BARIX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | BARIX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BARIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | BARIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | BARIX vs VLIFX |
Lowest Drawdown Alternatives to BARIX
BARIX has a 1-year max drawdown of -10.68%. There are 30 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 | BARIX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | BARIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BARIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BARIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BARIX vs SECUX |
Other Mutual Funds from Baron Capital Group
The 1 most viewed Baron Capital Group mutual funds shown here include BDAFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | 14 | 4.81% | — | Dec 2017 | BARIX vs BDAFX |
Often Compared With BARIX
Investors most often compare BARIX with RNPGX, VOO, FBALX. These 20 comparison targets span 9 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