Baron Health Care Fund (BHCHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BHCHX
BHCHX charges 0.85% annually. Among mutual funds in the Health & Biotech Equities category, these options have the lowest expense ratios among BHCHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | Feb 5, 2004 | BHCHX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | Nov 12, 2001 | BHCHX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | May 23, 1984 | BHCHX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | Oct 2, 2018 | BHCHX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | Oct 2, 2018 | BHCHX vs FIJYX |
Best Risk-Adjusted Alternatives to BHCHX
Among mutual funds in the Health & Biotech 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 | |
|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 95 | Sep 14, 1997 | BHCHX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 94 | Dec 26, 2012 | BHCHX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund I Class | 90 | Dec 27, 2000 | BHCHX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 89 | Dec 27, 2000 | BHCHX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class Z | 89 | Oct 2, 2018 | BHCHX vs FIJYX |
Top Performing BHCHX Alternatives (YTD)
BHCHX alternatives from the Health & Biotech Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 2.35% | Oct 2, 2018 | BHCHX vs FIJYX | |
| Franklin Biotechnology Discovery Fund | 2.34% | Sep 14, 1997 | BHCHX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 2.30% | Dec 27, 2000 | BHCHX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 2.24% | Dec 27, 2000 | BHCHX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 2.18% | Dec 27, 2000 | BHCHX vs FBTTX |
Lowest Volatility Alternatives to BHCHX
BHCHX alternatives from the Health & Biotech Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Invesco Health Care Fund | 15.87% | Aug 6, 1989 | BHCHX vs GGHCX | |
| Live Oak Health Sciences Fund | 16.41% | Jun 28, 2001 | BHCHX vs LOGSX | |
| BlackRock Health Sciences Opportunities Portfolio | 16.45% | Dec 20, 1999 | BHCHX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 16.47% | Oct 16, 2000 | BHCHX vs SHSSX | |
| Alger Health Sciences Fund | 16.52% | Apr 30, 2002 | BHCHX vs AHSAX |
Lowest Drawdown Alternatives to BHCHX
BHCHX alternatives from the Health & Biotech Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Live Oak Health Sciences Fund | -7.65% | Jun 28, 2001 | BHCHX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | -7.87% | Jul 14, 1999 | BHCHX vs SHPAX | |
| Vanguard Health Care Fund Admiral Shares | -9.19% | Nov 12, 2001 | BHCHX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | -9.20% | May 23, 1984 | BHCHX vs VGHCX | |
| AlphaCentric LifeSci Healthcare Fund | -9.47% | Nov 28, 2019 | BHCHX vs LYFIX |
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 | BHCHX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 75 | -5.05% | Jun 30, 2008 | BHCHX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -12.11% | Dec 30, 1994 | BHCHX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 52 | -8.95% | Feb 29, 2000 | BHCHX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | -7.87% | Jun 12, 1987 | BHCHX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 27 | -9.02% | Dec 29, 2017 | BHCHX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | -5.39% | Dec 31, 2009 | BHCHX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 14 | 1.12% | Dec 29, 2017 | BHCHX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | -7.98% | Sep 30, 1997 | BHCHX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -12.06% | May 29, 2009 | BHCHX vs BGRIX |
Often Compared With BHCHX
What investors most often compare with BHCHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Select Health Care Services Portfolio | Health & Biotech Equities | 1 | -11.13% | Jun 30, 1986 | BHCHX vs FSHCX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | BHCHX vs QQQ | |
| State Street Health Care Select Sector SPDR ETF | Health & Biotech Equities | 18 | -4.18% | Dec 16, 1998 | BHCHX vs XLV | |
| Fidelity Select Pharmaceuticals Portfolio | Health & Biotech Equities | 73 | 0.39% | Jun 17, 2001 | BHCHX vs FPHAX |
Compare BHCHX with Any Fund or Stock
Compare BHCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.