Baron Growth Fund Institutional Shares (BGRIX) Alternatives
Baron Growth Fund Institutional Shares (BGRIX) 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 BGRIX. 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 BGRIX
BGRIX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among BGRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | BGRIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | BGRIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | BGRIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | BGRIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BGRIX vs VMGMX |
Best Risk-Adjusted Alternatives to BGRIX
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 | 92 | Oct 5, 2000 | BGRIX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | BGRIX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | BGRIX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | BGRIX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | BGRIX vs BFGFX |
Top Performing BGRIX Alternatives (YTD)
BGRIX 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 | 52.24% | May 4, 2007 | BGRIX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | BGRIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | BGRIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | BGRIX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | BGRIX vs NEEGX |
Lowest Volatility Alternatives to BGRIX
BGRIX 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... | 13.84% | — | BGRIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | BGRIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | BGRIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | BGRIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | BGRIX vs VSNGX |
Lowest Drawdown Alternatives to BGRIX
BGRIX 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 | -11.12% | Jun 12, 1987 | BGRIX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | BGRIX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | BGRIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | BGRIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | BGRIX 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 | 84 | -5.39% | Apr 30, 2003 | BGRIX vs BPTRX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -12.11% | Dec 30, 1994 | BGRIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 52 | -8.95% | Feb 29, 2000 | BGRIX vs BIOPX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 27 | -9.02% | Dec 29, 2017 | BGRIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | -5.39% | Dec 31, 2009 | BGRIX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 14 | 1.12% | Dec 29, 2017 | BGRIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | -7.98% | Sep 30, 1997 | BGRIX vs BSCFX | |
| Baron Discovery Fund | Small Cap Growth Equities | 9 | -10.65% | Sep 30, 2013 | BGRIX vs BDFIX | |
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | 35 | -10.42% | Apr 30, 2004 | BGRIX vs BFTHX | |
| Baron International Growth Fund | Foreign Large Cap Equities | 48 | -1.11% | Dec 30, 2008 | BGRIX vs BIGFX |
Often Compared With BGRIX
What investors most often compare with BGRIX, based on PortfoliosLab usage data.
Compare BGRIX with Any Fund or Stock
Compare BGRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.