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 a closer substitute for your current allocation.
Cheapest Alternatives to BDAFX
BDAFX charges 0.95% annually. There are 266 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BDAFX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BDAFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BDAFX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BDAFX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | BDAFX vs VIGAX |
Best Risk-Adjusted Alternatives to BDAFX
BDAFX has a PortfoliosLab risk / return rank of 10. There are 267 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | BDAFX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BDAFX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BDAFX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BDAFX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BDAFX vs FDSSX |
Top Performing BDAFX Alternatives (YTD)
BDAFX is at 2.59% YTD. There are 248 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | BDAFX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BDAFX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BDAFX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BDAFX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BDAFX vs VPMCX |
Lowest Volatility Alternatives to BDAFX
BDAFX has 17.35% 1-year volatility. There are 189 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | BDAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BDAFX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BDAFX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BDAFX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BDAFX vs GQEPX |
Lowest Drawdown Alternatives to BDAFX
BDAFX has a 1-year max drawdown of -14.85%. There are 207 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BDAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BDAFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BDAFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BDAFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BDAFX vs DNVYX |
Other Mutual Funds from Baron Capital
The 10 most viewed Baron Capital mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 34 | -3.59% | — | Apr 2003 | BDAFX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BDAFX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BDAFX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 5 | -2.34% | — | May 2009 | BDAFX vs BARIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BDAFX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BDAFX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BDAFX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BDAFX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BDAFX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 11 | 2.73% | — | Dec 2017 | BDAFX vs BDAIX |
Often Compared With BDAFX
Investors most often compare BDAFX with BIGFX, SPMO, ALGRX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BDAFX with Any Fund or Stock
Compare BDAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDAFX with funds that move differently
Baron Durable Advantage Fund Retail Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDAFX.
Explore BDAFX Diversifiers