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 296 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BFTHX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | BFTHX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | BFTHX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | BFTHX vs VIGAX |
Best Risk-Adjusted Alternatives to BFTHX
BFTHX has a PortfoliosLab risk / return rank of 20. There are 288 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | BFTHX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BFTHX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BFTHX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | BFTHX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BFTHX vs POGRX |
Top Performing BFTHX Alternatives (YTD)
BFTHX is at 10.72% YTD. There are 153 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | BFTHX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | BFTHX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | BFTHX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | BFTHX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | BFTHX vs FOKFX |
Lowest Volatility Alternatives to BFTHX
BFTHX has 20.70% 1-year volatility. There are 385 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | BFTHX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | BFTHX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | BFTHX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | BFTHX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | BFTHX vs AWYIX |
Lowest Drawdown Alternatives to BFTHX
BFTHX has a 1-year max drawdown of -17.62%. There are 330 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BFTHX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BFTHX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BFTHX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BFTHX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BFTHX vs AQEIX |
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 | 35 | -0.19% | — | Apr 2003 | BFTHX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 26 | 1.84% | — | Jun 2008 | BFTHX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 32 | 11.24% | — | Feb 2000 | BFTHX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -11.42% | — | Dec 1994 | BFTHX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 3 | -3.88% | — | Jun 1987 | BFTHX vs BARAX | |
| Baron Real Estate Income Fund | REIT | 18 | 8.09% | — | Dec 2017 | BFTHX vs BRIIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -11.33% | — | May 2009 | BFTHX vs BGRIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -1.94% | — | Sep 1997 | BFTHX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 22 | 6.50% | — | Dec 2017 | BFTHX vs BDAIX | |
| Baron Real Estate Fund | REIT | 11 | 0.84% | — | Dec 2009 | BFTHX vs BREIX |
Often Compared With BFTHX
Investors most often compare BFTHX with QQQ, ALGRX, CNEQ. These 20 comparison targets span 5 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