ALGRX vs. BFTHX
Compare and contrast key facts about Alger Focus Equity Fund (ALGRX) and Baron Fifth Avenue Growth Fund (BFTHX).
ALGRX is managed by Alger. It was launched on Nov 8, 1993. BFTHX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2004.
Performance
ALGRX vs. BFTHX - Performance Comparison
Loading graphics...
ALGRX vs. BFTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund | -9.38% | 39.68% | 51.77% | 44.20% | -35.94% | 20.06% | 45.82% | 33.93% | 1.39% | 28.68% |
BFTHX Baron Fifth Avenue Growth Fund | -10.42% | 18.01% | 37.38% | 57.20% | -50.62% | 10.88% | 50.42% | 33.98% | 1.10% | 40.64% |
Returns By Period
In the year-to-date period, ALGRX achieves a -9.38% return, which is significantly higher than BFTHX's -10.42% return. Over the past 10 years, ALGRX has outperformed BFTHX with an annualized return of 18.86%, while BFTHX has yielded a comparatively lower 13.87% annualized return.
ALGRX
- 1D
- 4.94%
- 1M
- -4.35%
- YTD
- -9.38%
- 6M
- -10.38%
- 1Y
- 40.77%
- 3Y*
- 34.16%
- 5Y*
- 15.31%
- 10Y*
- 18.86%
BFTHX
- 1D
- 4.37%
- 1M
- -3.71%
- YTD
- -10.42%
- 6M
- -8.06%
- 1Y
- 20.77%
- 3Y*
- 24.05%
- 5Y*
- 4.50%
- 10Y*
- 13.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALGRX vs. BFTHX - Expense Ratio Comparison
ALGRX has a 0.89% expense ratio, which is lower than BFTHX's 1.00% expense ratio.
Return for Risk
ALGRX vs. BFTHX — Risk / Return Rank
ALGRX
BFTHX
ALGRX vs. BFTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) and Baron Fifth Avenue Growth Fund (BFTHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ALGRX | BFTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.78 | +0.78 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.30 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.20 | +1.19 |
Martin ratioReturn relative to average drawdown | 8.08 | 3.91 | +4.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALGRX | BFTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.78 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.15 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.51 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.43 | 0.00 |
Correlation
The correlation between ALGRX and BFTHX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ALGRX vs. BFTHX - Dividend Comparison
ALGRX's dividend yield for the trailing twelve months is around 8.65%, more than BFTHX's 4.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund | 8.65% | 7.84% | 0.00% | 0.10% | 0.06% | 13.98% | 6.25% | 2.08% | 5.38% |
BFTHX Baron Fifth Avenue Growth Fund | 4.59% | 4.11% | 0.79% | 0.00% | 0.00% | 3.19% | 0.36% | 2.95% | 0.00% |
Drawdowns
ALGRX vs. BFTHX - Drawdown Comparison
The maximum ALGRX drawdown since its inception was -62.64%, which is greater than BFTHX's maximum drawdown of -58.84%. Use the drawdown chart below to compare losses from any high point for ALGRX and BFTHX.
Loading graphics...
Drawdown Indicators
| ALGRX | BFTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.64% | -58.84% | -3.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.55% | -17.62% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -43.57% | -58.84% | +15.27% |
Max Drawdown (10Y)Largest decline over 10 years | -43.57% | -58.84% | +15.27% |
Current DrawdownCurrent decline from peak | -13.48% | -14.02% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -11.94% | -6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 5.42% | -0.22% |
Volatility
ALGRX vs. BFTHX - Volatility Comparison
Alger Focus Equity Fund (ALGRX) has a higher volatility of 9.21% compared to Baron Fifth Avenue Growth Fund (BFTHX) at 8.19%. This indicates that ALGRX's price experiences larger fluctuations and is considered to be riskier than BFTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ALGRX | BFTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.21% | 8.19% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 15.93% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.51% | 28.48% | -0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 31.00% | -4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 27.06% | -3.17% |