Baron Small Cap Fund (BSCFX) belongs to the Small 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 BSCFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSCFX
BSCFX charges 1.29% annually. There are 129 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | BSCFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | BSCFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | BSCFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | BSCFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | BSCFX vs VISGX |
Best Risk-Adjusted Alternatives to BSCFX
BSCFX has a PortfoliosLab risk / return rank of 3. There are 157 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | BSCFX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | BSCFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | BSCFX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | BSCFX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | BSCFX vs OBMCX |
Top Performing BSCFX Alternatives (YTD)
BSCFX is at -2.27% YTD. There are 156 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | BSCFX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | BSCFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | BSCFX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | BSCFX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | BSCFX vs OBMCX |
Lowest Volatility Alternatives to BSCFX
BSCFX has 17.93% 1-year volatility. There are 27 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | BSCFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | BSCFX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | BSCFX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | BSCFX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | BSCFX vs NBGIX |
Lowest Drawdown Alternatives to BSCFX
BSCFX has a 1-year max drawdown of -15.00%. There are 119 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | BSCFX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | BSCFX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | BSCFX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | BSCFX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | BSCFX vs RFIMX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. 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 | 52 | 4.67% | — | Apr 2003 | BSCFX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 4.24% | — | Jun 2008 | BSCFX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 31 | 11.84% | — | Feb 2000 | BSCFX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -16.71% | — | Dec 1994 | BSCFX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | 4.02% | — | Jun 1987 | BSCFX vs BARAX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -16.62% | — | May 2009 | BSCFX vs BGRIX | |
| Baron Real Estate Income Fund | REIT | 29 | 11.79% | — | Dec 2017 | BSCFX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 17 | 3.69% | — | Dec 2017 | BSCFX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | 3.45% | — | Dec 2009 | BSCFX vs BREIX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 14 | 1.98% | — | Dec 2017 | BSCFX vs BWBIX |
Often Compared With BSCFX
Investors most often compare BSCFX with AAPL, FVLKX, IJR. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BSCFX with Any Fund or Stock
Compare BSCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSCFX with funds that move differently
Baron Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSCFX.
Explore BSCFX Diversifiers