Baron Discovery Fund (BDFIX) belongs to the Small 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 BDFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BDFIX
BDFIX charges 1.05% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | BDFIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | BDFIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | BDFIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | BDFIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | BDFIX vs VISGX |
Best Risk-Adjusted Alternatives to BDFIX
BDFIX has a PortfoliosLab risk / return rank of 7. There are 146 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | BDFIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | BDFIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | BDFIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | BDFIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | BDFIX vs NESGX |
Top Performing BDFIX Alternatives (YTD)
BDFIX is at 0.66% YTD. There are 161 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | BDFIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | BDFIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | BDFIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | BDFIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | BDFIX vs NEAGX |
Lowest Volatility Alternatives to BDFIX
BDFIX has 20.24% 1-year volatility. There are 56 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | BDFIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | BDFIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | BDFIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | BDFIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | BDFIX vs ETEGX |
Lowest Drawdown Alternatives to BDFIX
BDFIX has a 1-year max drawdown of -17.94%. There are 140 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | BDFIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | BDFIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | BDFIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | BDFIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | BDFIX vs SGPIX |
Other Mutual Funds from Baron Capital
The 10 most viewed Baron Capital mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 34 | -3.59% | — | Apr 2003 | BDFIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BDFIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BDFIX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 5 | -2.34% | — | May 2009 | BDFIX vs BARIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BDFIX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BDFIX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BDFIX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BDFIX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BDFIX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 11 | 2.73% | — | Dec 2017 | BDFIX vs BDAIX |
Often Compared With BDFIX
Investors most often compare BDFIX with IJR, FCNTX, DFAS. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BDFIX with Any Fund or Stock
Compare BDFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BDFIX with funds that move differently
Baron Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BDFIX.
Explore BDFIX Diversifiers