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 391 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BDAIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BDAIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BDAIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BDAIX vs VIGAX |
Best Risk-Adjusted Alternatives to BDAIX
BDAIX has a PortfoliosLab risk / return rank of 17. There are 262 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 | BDAIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BDAIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BDAIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BDAIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BDAIX vs FOCPX |
Top Performing BDAIX Alternatives (YTD)
BDAIX is at 3.69% YTD. There are 282 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 | BDAIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BDAIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BDAIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BDAIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BDAIX vs POGRX |
Lowest Volatility Alternatives to BDAIX
BDAIX has 16.77% 1-year volatility. There are 214 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 | BDAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BDAIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BDAIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BDAIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BDAIX vs GQEPX |
Lowest Drawdown Alternatives to BDAIX
BDAIX has a 1-year max drawdown of -14.82%. There are 208 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 | BDAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BDAIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BDAIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BDAIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BDAIX vs DNVYX |
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 | 52 | 4.67% | — | Apr 2003 | BDAIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 4.24% | — | Jun 2008 | BDAIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 31 | 11.84% | — | Feb 2000 | BDAIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -16.71% | — | Dec 1994 | BDAIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | 4.02% | — | Jun 1987 | BDAIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -2.27% | — | Sep 1997 | BDAIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -16.62% | — | May 2009 | BDAIX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 29 | 11.79% | — | Dec 2017 | BDAIX vs BRIIX | |
| Baron Real Estate Fund | REIT | 13 | 3.45% | — | Dec 2009 | BDAIX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 14 | 1.98% | — | Dec 2017 | BDAIX vs BWBIX |
Often Compared With BDAIX
Investors most often compare BDAIX with RGGYX, BRK-B, BX. These 20 comparison targets span 10 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