Baron Durable Advantage Fund (BDAIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BDAIX
BDAIX charges 1.48% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BDAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | BDAIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | BDAIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | BDAIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | BDAIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | BDAIX vs VIGAX |
Best Risk-Adjusted Alternatives to BDAIX
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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | BDAIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | BDAIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | BDAIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | BDAIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | BDAIX vs VTMGX |
Top Performing BDAIX Alternatives (YTD)
BDAIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | BDAIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | BDAIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | BDAIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | BDAIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | BDAIX vs AMRGX |
Lowest Volatility Alternatives to BDAIX
BDAIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | BDAIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | BDAIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | BDAIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | BDAIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | BDAIX vs PROVX |
Lowest Drawdown Alternatives to BDAIX
BDAIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | BDAIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | BDAIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | BDAIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | BDAIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | BDAIX vs BBLIX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BDAIX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BDAIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BDAIX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BDAIX vs BARAX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BDAIX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BDAIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BDAIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BDAIX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BDAIX vs BDFIX | |
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | 24 | -14.16% | Apr 30, 2004 | BDAIX vs BFTHX |
Often Compared With BDAIX
What investors most often compare with BDAIX, 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.