Baron Opportunity Fund (BIOPX) belongs to the Large 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 BIOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIOPX
BIOPX charges 1.31% annually. There are 374 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BIOPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BIOPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIOPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BIOPX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | BIOPX vs TILIX |
Best Risk-Adjusted Alternatives to BIOPX
BIOPX has a PortfoliosLab risk / return rank of 26. There are 144 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | BIOPX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | BIOPX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BIOPX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | BIOPX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | BIOPX vs CHASX |
Top Performing BIOPX Alternatives (YTD)
BIOPX is at 9.80% YTD. There are 94 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | BIOPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | BIOPX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | BIOPX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | BIOPX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | BIOPX vs FTQGX |
Lowest Volatility Alternatives to BIOPX
BIOPX has 20.70% 1-year volatility. There are 368 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | BIOPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | BIOPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | BIOPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BIOPX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | BIOPX vs BLUEX |
Lowest Drawdown Alternatives to BIOPX
BIOPX has a 1-year max drawdown of -14.16%. There are 183 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BIOPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIOPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIOPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BIOPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BIOPX vs DNVYX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BGRFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 46 | 4.68% | — | Apr 2003 | BIOPX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 28 | 4.26% | — | Jun 2008 | BIOPX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -15.44% | — | Dec 1994 | BIOPX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | 4.15% | — | Jun 1987 | BIOPX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 2 | -3.15% | — | Sep 1997 | BIOPX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -15.35% | — | May 2009 | BIOPX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 28 | 12.14% | — | Dec 2017 | BIOPX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 13 | 1.59% | — | Dec 2017 | BIOPX vs BDAIX | |
| Baron Real Estate Fund | REIT | 12 | 3.62% | — | Dec 2009 | BIOPX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 12 | 1.52% | — | Dec 2017 | BIOPX vs BWBIX |
Often Compared With BIOPX
Investors most often compare BIOPX with BGAIX, BIAGX, QQQ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BIOPX with Any Fund or Stock
Compare BIOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIOPX with funds that move differently
Baron Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIOPX.
Explore BIOPX Diversifiers