Baron Growth Fund (BGRFX) Alternatives
Baron Growth Fund (BGRFX) belongs to the Mid 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 BGRFX. 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 BGRFX
BGRFX charges 1.29% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BGRFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BGRFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BGRFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BGRFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BGRFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BGRFX vs VMGMX |
Best Risk-Adjusted Alternatives to BGRFX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | BGRFX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | BGRFX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | BGRFX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | BGRFX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | BGRFX vs BFGIX |
Top Performing BGRFX Alternatives (YTD)
BGRFX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | BGRFX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | BGRFX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | BGRFX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | BGRFX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | BGRFX vs NEEGX |
Lowest Volatility Alternatives to BGRFX
BGRFX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | BGRFX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | BGRFX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BGRFX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | BGRFX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | BGRFX vs VSNGX |
Lowest Drawdown Alternatives to BGRFX
BGRFX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BGRFX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | BGRFX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BGRFX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BGRFX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BGRFX vs VLEQX |
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 Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | BGRFX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BGRFX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BGRFX vs BIOPX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BGRFX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BGRFX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BGRFX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BGRFX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BGRFX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BGRFX vs BDFIX | |
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | 24 | -14.16% | Apr 30, 2004 | BGRFX vs BFTHX |
Often Compared With BGRFX
What investors most often compare with BGRFX, based on PortfoliosLab usage data.
Compare BGRFX with Any Fund or Stock
Compare BGRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.