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 a closer substitute for your current allocation.
Cheapest Alternatives to BGRIX
BGRIX charges 1.05% annually. There are 104 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 | BGRIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | BGRIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | BGRIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | BGRIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | BGRIX vs VMFGX |
Best Risk-Adjusted Alternatives to BGRIX
BGRIX has a PortfoliosLab risk / return rank of 0. There are 159 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 | BGRIX vs VHCOX | |
| Needham Growth Fund | 82 | — | Jan 1996 | BGRIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | BGRIX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 80 | — | Oct 2000 | BGRIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 80 | — | Nov 2004 | BGRIX vs POAGX |
Top Performing BGRIX Alternatives (YTD)
BGRIX is at -9.81% YTD. There are 159 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 | BGRIX vs NEEIX | |
| Needham Growth Fund | 45.92% | — | Jan 1996 | BGRIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 38.19% | — | May 2007 | BGRIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 30.17% | — | Oct 2000 | BGRIX vs TAAGX | |
| Kinetics Paradigm Fund | 26.11% | — | Dec 1999 | BGRIX vs WWNPX |
Lowest Volatility Alternatives to BGRIX
BGRIX has 21.06% 1-year volatility. There are 120 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 | BGRIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | BGRIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | BGRIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | BGRIX vs VLIFX | |
| Sparrow Growth Fund | 13.53% | — | Oct 1998 | BGRIX vs SGFFX |
Lowest Drawdown Alternatives to BGRIX
BGRIX has a 1-year max drawdown of -25.51%. There are 153 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 | BGRIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | BGRIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | BGRIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | BGRIX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | BGRIX 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 | BGRIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 27 | 4.50% | — | Jun 2008 | BGRIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 28 | 11.76% | — | Feb 2000 | BGRIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -9.93% | — | Dec 1994 | BGRIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 7 | 2.07% | — | Jun 1987 | BGRIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 2.12% | — | Sep 1997 | BGRIX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 37 | 12.97% | — | Dec 2017 | BGRIX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 14 | 4.92% | — | Dec 2017 | BGRIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 9 | 2.95% | — | Dec 2009 | BGRIX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 15 | 3.78% | — | Dec 2017 | BGRIX vs BWBIX |
Often Compared With BGRIX
Investors most often compare BGRIX with FXAIX, SPY, VTI. These 20 comparison targets span 15 categories, 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.
Pair BGRIX with funds that move differently
Baron Growth Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGRIX.
Explore BGRIX Diversifiers