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 267 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BDAFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BDAFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BDAFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BDAFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BDAFX vs VIGAX |
Best Risk-Adjusted Alternatives to BDAFX
BDAFX has a PortfoliosLab risk / return rank of 16. There are 265 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BDAFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BDAFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BDAFX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BDAFX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BDAFX vs FOCPX |
Top Performing BDAFX Alternatives (YTD)
BDAFX is at 3.56% YTD. There are 288 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BDAFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BDAFX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BDAFX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BDAFX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BDAFX vs POGRX |
Lowest Volatility Alternatives to BDAFX
BDAFX has 16.79% 1-year volatility. There are 216 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | BDAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BDAFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BDAFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BDAFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BDAFX vs GQEPX |
Lowest Drawdown Alternatives to BDAFX
BDAFX has a 1-year max drawdown of -14.85%. There are 209 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 Group
The 1 most viewed Baron Capital Group mutual funds shown here include BARIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 8 | 4.14% | — | May 2009 | BDAFX vs BARIX |
Often Compared With BDAFX
Investors most often compare BDAFX with BIOPX, BFGFX, BIGFX. These 20 comparison targets span 8 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