AMCGX vs. BARIX
Compare and contrast key facts about Alger Mid Cap Growth Fund (AMCGX) and Baron Asset Fund Institutional Class (BARIX).
AMCGX is managed by Alger. It was launched on May 24, 1993. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
AMCGX vs. BARIX - Performance Comparison
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AMCGX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCGX Alger Mid Cap Growth Fund | -11.94% | 16.63% | 20.10% | 22.85% | -35.19% | -29.98% | 63.90% | 29.63% | -8.03% | 27.39% |
BARIX Baron Asset Fund Institutional Class | -9.30% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
In the year-to-date period, AMCGX achieves a -11.94% return, which is significantly lower than BARIX's -9.30% return. Over the past 10 years, AMCGX has underperformed BARIX with an annualized return of 5.98%, while BARIX has yielded a comparatively higher 10.43% annualized return.
AMCGX
- 1D
- -1.10%
- 1M
- -11.94%
- YTD
- -11.94%
- 6M
- -14.09%
- 1Y
- 13.82%
- 3Y*
- 11.49%
- 5Y*
- -7.60%
- 10Y*
- 5.98%
BARIX
- 1D
- 0.01%
- 1M
- -7.56%
- YTD
- -9.30%
- 6M
- -2.18%
- 1Y
- 1.03%
- 3Y*
- 6.54%
- 5Y*
- 1.73%
- 10Y*
- 10.43%
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AMCGX vs. BARIX - Expense Ratio Comparison
AMCGX has a 1.93% expense ratio, which is higher than BARIX's 1.03% expense ratio.
Return for Risk
AMCGX vs. BARIX — Risk / Return Rank
AMCGX
BARIX
AMCGX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Mid Cap Growth Fund (AMCGX) and Baron Asset Fund Institutional Class (BARIX). 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.
| AMCGX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.14 | +0.41 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.36 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.05 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.09 | +0.58 |
Martin ratioReturn relative to average drawdown | 2.34 | 0.23 | +2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMCGX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.14 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.09 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.53 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.64 | -0.43 |
Correlation
The correlation between AMCGX and BARIX is 0.90, 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
AMCGX vs. BARIX - Dividend Comparison
AMCGX has not paid dividends to shareholders, while BARIX's dividend yield for the trailing twelve months is around 11.67%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCGX Alger Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 13.34% | 13.72% | 10.98% | 7.59% | 0.00% | 0.00% | 0.00% |
BARIX Baron Asset Fund Institutional Class | 11.67% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
AMCGX vs. BARIX - Drawdown Comparison
The maximum AMCGX drawdown since its inception was -74.93%, which is greater than BARIX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for AMCGX and BARIX.
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Drawdown Indicators
| AMCGX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.93% | -37.44% | -37.49% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -11.12% | -5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -64.50% | -37.44% | -27.06% |
Max Drawdown (10Y)Largest decline over 10 years | -64.50% | -37.44% | -27.06% |
Current DrawdownCurrent decline from peak | -43.96% | -10.67% | -33.29% |
Average DrawdownAverage peak-to-trough decline | -22.97% | -6.74% | -16.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 4.37% | +0.29% |
Volatility
AMCGX vs. BARIX - Volatility Comparison
Alger Mid Cap Growth Fund (AMCGX) has a higher volatility of 6.40% compared to Baron Asset Fund Institutional Class (BARIX) at 3.35%. This indicates that AMCGX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMCGX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 3.35% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 11.71% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 18.99% | +4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 19.65% | +10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.71% | 19.83% | +6.88% |