Baron Durable Advantage Fund Retail Shares (BDAFX) Alternatives

Baron Durable Advantage Fund Retail Shares (BDAFX) belongs to the Large 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 BDAFX. 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 BDAFX

BDAFX charges 0.95% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BDAFX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	BDAFX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	BDAFX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	BDAFX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	BDAFX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	BDAFX vs TILIX

Best Risk-Adjusted Alternatives to BDAFX

Among mutual funds in the Large 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
ONERX	One Rock Fund	87	Mar 6, 2020	BDAFX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	BDAFX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	BDAFX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	BDAFX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	BDAFX vs VTMGX

Top Performing BDAFX Alternatives (YTD)

BDAFX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	BDAFX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	BDAFX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	BDAFX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	BDAFX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	BDAFX vs AMRGX

Lowest Volatility Alternatives to BDAFX

BDAFX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	BDAFX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	BDAFX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	BDAFX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	BDAFX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	BDAFX vs PROVX

Lowest Drawdown Alternatives to BDAFX

BDAFX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	BDAFX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	BDAFX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	BDAFX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	BDAFX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	BDAFX vs BBLIX

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
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	8	-9.30%	May 29, 2009	BDAFX vs BARIX

Often Compared With BDAFX

What investors most often compare with BDAFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	66	-5.78%	Oct 9, 2015	BDAFX vs SPMO
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	39	-12.09%	Feb 29, 2000	BDAFX vs BIOPX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	71	-7.28%	Jun 30, 2008	BDAFX vs BFGFX
BIGFX	Baron International Growth Fund	Foreign Large Cap Equities	34	-4.48%	Dec 30, 2008	BDAFX vs BIGFX
ALGRX	Alger Focus Equity Fund	Large Cap Growth Equities	73	-13.65%	Nov 8, 1993	BDAFX vs ALGRX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	BDAFX vs QQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	BDAFX vs SPY
AQGIX	AQR Global Equity Fund	Global Equities	47	-6.63%	Dec 30, 2009	BDAFX vs AQGIX
BFTHX	Baron Fifth Avenue Growth Fund	Large Cap Growth Equities	24	-14.16%	Apr 30, 2004	BDAFX vs BFTHX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	74	-7.78%	Dec 31, 1984	BDAFX vs FOCPX
BPTIX	Baron Partners Fund Institutional Class	Large Cap Growth Equities	81	-7.28%	—	BDAFX vs BPTIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	BDAFX vs GXXIX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	27	-4.70%	Feb 20, 2004	BDAFX vs RYGRX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	BDAFX vs ANFFX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	39	-1.68%	Oct 17, 2002	BDAFX vs IOLZX

Compare BDAFX with Any Fund or Stock

Compare BDAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Baron Durable Advantage Fund Retail Shares

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