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 a closer substitute for your current allocation.
Cheapest Alternatives to BGRFX
BGRFX charges 1.29% annually. There are 141 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | BGRFX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BGRFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BGRFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BGRFX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BGRFX vs VMFGX |
Best Risk-Adjusted Alternatives to BGRFX
BGRFX has a PortfoliosLab risk / return rank of 0. There are 160 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | BGRFX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | BGRFX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BGRFX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | BGRFX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | BGRFX vs POAGX |
Top Performing BGRFX Alternatives (YTD)
BGRFX is at -9.93% YTD. There are 160 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 46.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 46.24% | — | Dec 2016 | BGRFX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | BGRFX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | BGRFX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | BGRFX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | BGRFX vs WWNPX |
Lowest Volatility Alternatives to BGRFX
BGRFX has 21.08% 1-year volatility. There are 121 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | BGRFX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BGRFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | BGRFX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | BGRFX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | BGRFX vs SGFFX |
Lowest Drawdown Alternatives to BGRFX
BGRFX has a 1-year max drawdown of -25.75%. There are 154 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | BGRFX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BGRFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BGRFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BGRFX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | BGRFX vs TAAGX |
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 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 55 | 4.41% | — | Apr 2003 | BGRFX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 27 | 4.50% | — | Jun 2008 | BGRFX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 28 | 11.76% | — | Feb 2000 | BGRFX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 7 | 2.07% | — | Jun 1987 | BGRFX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 2.12% | — | Sep 1997 | BGRFX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 37 | 12.97% | — | Dec 2017 | BGRFX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 14 | 4.92% | — | Dec 2017 | BGRFX vs BDAIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -9.81% | — | May 2009 | BGRFX vs BGRIX | |
| Baron Real Estate Fund | REIT | 9 | 2.95% | — | Dec 2009 | BGRFX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 15 | 3.78% | — | Dec 2017 | BGRFX vs BWBIX |
Often Compared With BGRFX
Investors most often compare BGRFX with SPY, OAKMX, FBCG. These 20 comparison targets span 12 categories, 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.
Pair BGRFX with funds that move differently
Baron Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGRFX.
Explore BGRFX Diversifiers