Baron Fifth Avenue Growth Fund (BFTHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BFTHX
BFTHX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BFTHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | BFTHX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | BFTHX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | BFTHX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | BFTHX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | BFTHX vs TILIX |
Best Risk-Adjusted Alternatives to BFTHX
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 | BFTHX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | BFTHX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | BFTHX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | BFTHX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | BFTHX vs VTMGX |
Top Performing BFTHX Alternatives (YTD)
BFTHX 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 | BFTHX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | BFTHX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | BFTHX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | BFTHX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | BFTHX vs AMRGX |
Lowest Volatility Alternatives to BFTHX
BFTHX 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 | BFTHX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | BFTHX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | BFTHX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | BFTHX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | BFTHX vs PROVX |
Lowest Drawdown Alternatives to BFTHX
BFTHX 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 | BFTHX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | BFTHX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | BFTHX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | BFTHX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | BFTHX 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 | BFTHX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BFTHX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BFTHX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BFTHX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BFTHX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BFTHX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BFTHX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BFTHX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BFTHX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BFTHX vs BDFIX |
Often Compared With BFTHX
What investors most often compare with BFTHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | BFTHX vs QQQ | |
| Alger Focus Equity Fund | Large Cap Growth Equities | 73 | -13.65% | Nov 8, 1993 | BFTHX vs ALGRX | |
| Alger Concentrated Equity ETF | Large Cap Growth Equities | 72 | -9.48% | Apr 4, 2024 | BFTHX vs CNEQ | |
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | 18 | -12.34% | Dec 29, 2017 | BFTHX vs BDAFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | BFTHX vs GXXIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | BFTHX vs RYGRX |
Compare BFTHX with Any Fund or Stock
Compare BFTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.