Baron Durable Advantage Fund (BDAIX) 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 BDAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDAIX
BDAIX charges 1.48% annually. There are 398 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 | BDAIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BDAIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | BDAIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | BDAIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BDAIX vs TILIX |
Best Risk-Adjusted Alternatives to BDAIX
BDAIX has a PortfoliosLab risk / return rank of 22. There are 282 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | BDAIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BDAIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BDAIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BDAIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | BDAIX vs FOCPX |
Top Performing BDAIX Alternatives (YTD)
BDAIX is at 6.86% YTD. There are 306 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | BDAIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | BDAIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | BDAIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | BDAIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | BDAIX vs FOCKX |
Lowest Volatility Alternatives to BDAIX
BDAIX has 15.98% 1-year volatility. There are 247 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | BDAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | BDAIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | BDAIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | BDAIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | BDAIX vs AWYIX |
Lowest Drawdown Alternatives to BDAIX
BDAIX has a 1-year max drawdown of -14.82%. There are 215 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BDAIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BDAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BDAIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BDAIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BDAIX vs AQEIX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 34 | 1.03% | — | Apr 2003 | BDAIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 30 | 3.80% | — | Jun 2008 | BDAIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 32 | 11.30% | — | Feb 2000 | BDAIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -8.74% | — | Dec 1994 | BDAIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 3 | -3.27% | — | Jun 1987 | BDAIX vs BARAX | |
| Baron Real Estate Income Fund | REIT | 16 | 7.51% | — | Dec 2017 | BDAIX vs BRIIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 1 | -8.64% | — | May 2009 | BDAIX vs BGRIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -0.91% | — | Sep 1997 | BDAIX vs BSCFX | |
| Baron Real Estate Fund | REIT | 10 | 0.76% | — | Dec 2009 | BDAIX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 12 | 1.80% | — | Dec 2017 | BDAIX vs BWBIX |
Often Compared With BDAIX
Investors most often compare BDAIX with RGGYX, BRK-B, BX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BDAIX with Any Fund or Stock
Compare BDAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDAIX with funds that move differently
Baron Durable Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDAIX.
Explore BDAIX Diversifiers