Baron Fifth Avenue Growth Fund (BFTHX) 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 BFTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFTHX
BFTHX charges 1.00% annually. There are 292 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 | BFTHX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | BFTHX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BFTHX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BFTHX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | BFTHX vs TILIX |
Best Risk-Adjusted Alternatives to BFTHX
BFTHX has a PortfoliosLab risk / return rank of 21. There are 174 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | BFTHX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | BFTHX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | BFTHX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | BFTHX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | BFTHX vs VHCAX |
Top Performing BFTHX Alternatives (YTD)
BFTHX is at 10.26% YTD. There are 99 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | BFTHX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | BFTHX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | BFTHX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | BFTHX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | BFTHX vs CHAIX |
Lowest Volatility Alternatives to BFTHX
BFTHX has 22.54% 1-year volatility. There are 377 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | BFTHX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | BFTHX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | BFTHX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | BFTHX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | BFTHX vs GQEPX |
Lowest Drawdown Alternatives to BFTHX
BFTHX has a 1-year max drawdown of -17.62%. There are 324 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 | BFTHX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BFTHX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BFTHX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BFTHX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BFTHX 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 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 59 | 5.91% | — | Apr 2003 | BFTHX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 5.68% | — | Jun 2008 | BFTHX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 27 | 11.04% | — | Feb 2000 | BFTHX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.92% | — | Dec 1994 | BFTHX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | 3.48% | — | Jun 1987 | BFTHX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 2.49% | — | Sep 1997 | BFTHX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 39 | 12.91% | — | Dec 2017 | BFTHX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 13 | 3.93% | — | Dec 2017 | BFTHX vs BDAIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 1 | -7.80% | — | May 2009 | BFTHX vs BGRIX | |
| Baron Real Estate Fund | REIT | 9 | 2.63% | — | Dec 2009 | BFTHX vs BREIX |
Often Compared With BFTHX
Investors most often compare BFTHX with QQQ, ALGRX, CNEQ. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BFTHX with Any Fund or Stock
Compare BFTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFTHX with funds that move differently
Baron Fifth Avenue Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFTHX.
Explore BFTHX Diversifiers