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 393 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 | BDAIX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BDAIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BDAIX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BDAIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | BDAIX vs TILIX |
Best Risk-Adjusted Alternatives to BDAIX
BDAIX has a PortfoliosLab risk / return rank of 11. There are 249 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 | BDAIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BDAIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BDAIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BDAIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BDAIX vs FDSSX |
Top Performing BDAIX Alternatives (YTD)
BDAIX is at 2.73% YTD. There are 246 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 | BDAIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BDAIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BDAIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BDAIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BDAIX vs VPMCX |
Lowest Volatility Alternatives to BDAIX
BDAIX has 17.32% 1-year volatility. There are 186 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 | BDAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BDAIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BDAIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BDAIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BDAIX vs GQEPX |
Lowest Drawdown Alternatives to BDAIX
BDAIX has a 1-year max drawdown of -14.82%. There are 206 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
The 10 most viewed Baron Capital 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 | -3.59% | — | Apr 2003 | BDAIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BDAIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BDAIX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 5 | -2.34% | — | May 2009 | BDAIX vs BARIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BDAIX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BDAIX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BDAIX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BDAIX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BDAIX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 57 | 14.38% | — | Dec 2017 | BDAIX vs BRIIX |
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