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 379 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BIOPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | BIOPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | 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 32. There are 184 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | BIOPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | BIOPX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | BIOPX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | BIOPX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BIOPX vs POGRX |
Top Performing BIOPX Alternatives (YTD)
BIOPX is at 11.24% YTD. There are 137 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | BIOPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | BIOPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | BIOPX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | BIOPX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | BIOPX vs FOKFX |
Lowest Volatility Alternatives to BIOPX
BIOPX has 18.30% 1-year volatility. There are 359 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | BIOPX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | BIOPX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | BIOPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | BIOPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | BIOPX vs AWYIX |
Lowest Drawdown Alternatives to BIOPX
BIOPX has a 1-year max drawdown of -14.16%. There are 189 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | BIOPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BIOPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BIOPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | BIOPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BIOPX vs AQEIX |
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 | 35 | -0.19% | — | Apr 2003 | BIOPX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 26 | 1.84% | — | Jun 2008 | BIOPX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -11.42% | — | Dec 1994 | BIOPX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 3 | -3.88% | — | Jun 1987 | BIOPX vs BARAX | |
| Baron Real Estate Income Fund | REIT | 18 | 8.09% | — | Dec 2017 | BIOPX vs BRIIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -11.33% | — | May 2009 | BIOPX vs BGRIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 22 | 6.50% | — | Dec 2017 | BIOPX vs BDAIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -1.94% | — | Sep 1997 | BIOPX vs BSCFX | |
| Baron Real Estate Fund | REIT | 11 | 0.84% | — | Dec 2009 | BIOPX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 11 | 0.74% | — | Dec 2017 | BIOPX vs BWBIX |
Often Compared With BIOPX
Investors most often compare BIOPX with VHCAX, BGAIX, BIAGX. 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