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 294 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 | BFTHX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BFTHX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BFTHX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | BFTHX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BFTHX vs VRGWX |
Best Risk-Adjusted Alternatives to BFTHX
BFTHX has a PortfoliosLab risk / return rank of 21. There are 217 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | BFTHX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | BFTHX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | BFTHX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | BFTHX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | BFTHX vs FZAPX |
Top Performing BFTHX Alternatives (YTD)
BFTHX is at 9.94% YTD. There are 120 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | BFTHX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | BFTHX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | BFTHX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | BFTHX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | BFTHX vs GTLLX |
Lowest Volatility Alternatives to BFTHX
BFTHX has 22.98% 1-year volatility. There are 378 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | BFTHX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | BFTHX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | BFTHX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BFTHX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | BFTHX vs GQEPX |
Lowest Drawdown Alternatives to BFTHX
BFTHX has a 1-year max drawdown of -17.62%. There are 328 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
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 | -3.03% | — | Apr 2003 | BFTHX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 21 | -0.30% | — | Jun 2008 | BFTHX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 22 | 7.45% | — | Feb 2000 | BFTHX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 7 | -0.78% | — | May 2009 | BFTHX vs BARIX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 21 | -0.15% | — | May 2009 | BFTHX vs BFGIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -6.97% | — | Dec 1994 | BFTHX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 7 | -0.92% | — | Jun 1987 | BFTHX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 19 | 2.49% | — | Dec 2017 | BFTHX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | 3.84% | — | Sep 1997 | BFTHX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | 7.73% | — | Dec 2017 | BFTHX vs BDAIX |
Often Compared With BFTHX
Investors most often compare BFTHX with QQQ, CNEQ, ALGRX. These 20 comparison targets span 8 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