Baron Health Care Fund (BHCHX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BHCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BHCHX
BHCHX charges 0.85% annually. There are 20 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.09% | 20.40B | Feb 2004 | BHCHX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | BHCHX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | BHCHX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | BHCHX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | BHCHX vs FIJYX |
Best Risk-Adjusted Alternatives to BHCHX
BHCHX has a PortfoliosLab risk / return rank of 39. There are 38 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | BHCHX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | BHCHX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 93 | — | Oct 2018 | BHCHX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 93 | — | Dec 2000 | BHCHX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 92 | — | Dec 2000 | BHCHX vs FBTAX |
Top Performing BHCHX Alternatives (YTD)
BHCHX is at 3.53% YTD. There are 36 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 21.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 21.62% | — | Apr 2002 | BHCHX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class Z | 20.10% | — | Oct 2018 | BHCHX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 20.00% | — | Dec 2000 | BHCHX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 19.82% | — | Dec 2000 | BHCHX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 19.65% | — | Dec 2000 | BHCHX vs FBTTX |
Lowest Volatility Alternatives to BHCHX
BHCHX has 16.39% 1-year volatility. There are 18 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.34% | — | Aug 1989 | BHCHX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.67% | — | Jun 2001 | BHCHX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.75% | — | Jul 1999 | BHCHX vs SHPAX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.88% | — | Dec 1999 | BHCHX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.89% | — | Oct 2000 | BHCHX vs SHSSX |
Lowest Drawdown Alternatives to BHCHX
BHCHX has a 1-year max drawdown of -14.24%. There are 40 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | BHCHX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | BHCHX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | BHCHX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | BHCHX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | BHCHX vs FIJYX |
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 | BHCHX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 21 | -0.30% | — | Jun 2008 | BHCHX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 22 | 7.45% | — | Feb 2000 | BHCHX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 7 | -0.78% | — | May 2009 | BHCHX vs BARIX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 21 | -0.15% | — | May 2009 | BHCHX vs BFGIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -6.97% | — | Dec 1994 | BHCHX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 7 | -0.92% | — | Jun 1987 | BHCHX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 19 | 2.49% | — | Dec 2017 | BHCHX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | 3.84% | — | Sep 1997 | BHCHX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | 7.73% | — | Dec 2017 | BHCHX vs BDAIX |
Often Compared With BHCHX
Investors most often compare BHCHX with FSHCX, QQQ, BREIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare BHCHX with Any Fund or Stock
Compare BHCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BHCHX with funds that move differently
Baron Health Care Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BHCHX.
Explore BHCHX Diversifiers