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 375 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BIOPX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIOPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BIOPX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BIOPX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | BIOPX vs VIGAX |
Best Risk-Adjusted Alternatives to BIOPX
BIOPX has a PortfoliosLab risk / return rank of 22. There are 202 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | BIOPX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | BIOPX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | BIOPX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | BIOPX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | BIOPX vs FZAPX |
Top Performing BIOPX Alternatives (YTD)
BIOPX is at 7.45% YTD. There are 191 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | BIOPX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | BIOPX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | BIOPX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | BIOPX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | BIOPX vs GTLLX |
Lowest Volatility Alternatives to BIOPX
BIOPX has 21.66% 1-year volatility. There are 371 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | BIOPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | BIOPX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | BIOPX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BIOPX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | BIOPX vs GQEPX |
Lowest Drawdown Alternatives to BIOPX
BIOPX has a 1-year max drawdown of -14.31%. There are 187 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
The 10 most viewed Baron Capital mutual funds shown here include BPTRX, BFGFX, BARIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 34 | -3.03% | — | Apr 2003 | BIOPX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 21 | -0.30% | — | Jun 2008 | BIOPX vs BFGFX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 7 | -0.78% | — | May 2009 | BIOPX vs BARIX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 21 | -0.15% | — | May 2009 | BIOPX vs BFGIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -6.97% | — | Dec 1994 | BIOPX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 7 | -0.92% | — | Jun 1987 | BIOPX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 19 | 2.49% | — | Dec 2017 | BIOPX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | 3.84% | — | Sep 1997 | BIOPX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | 7.73% | — | Dec 2017 | BIOPX vs BDAIX | |
| Baron Real Estate Income Fund | REIT | 52 | 13.80% | — | Dec 2017 | BIOPX vs BRIIX |
Often Compared With BIOPX
Investors most often compare BIOPX with BGAIX, BIAGX, QQQ. These 20 comparison targets span 13 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