BARIX vs. FXAIX
Compare and contrast key facts about Baron Asset Fund Institutional Class (BARIX) and Fidelity 500 Index Fund (FXAIX).
BARIX is managed by Baron Capital Group. It was launched on May 29, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BARIX or FXAIX.
Correlation
The correlation between BARIX and FXAIX is 0.87, 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.
Performance
BARIX vs. FXAIX - Performance Comparison
Key characteristics
BARIX:
-0.21
FXAIX:
1.88
BARIX:
-0.13
FXAIX:
2.51
BARIX:
0.98
FXAIX:
1.35
BARIX:
-0.15
FXAIX:
2.83
BARIX:
-0.77
FXAIX:
11.87
BARIX:
5.73%
FXAIX:
2.02%
BARIX:
20.53%
FXAIX:
12.77%
BARIX:
-41.72%
FXAIX:
-33.79%
BARIX:
-27.77%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, BARIX achieves a -0.03% return, which is significantly higher than FXAIX's -0.62% return. Over the past 10 years, BARIX has underperformed FXAIX with an annualized return of 4.54%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
BARIX
-0.03%
-18.07%
-10.51%
-4.37%
0.82%
4.54%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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BARIX vs. FXAIX - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BARIX vs. FXAIX — Risk-Adjusted Performance Rank
BARIX
FXAIX
BARIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
BARIX vs. FXAIX - Dividend Comparison
BARIX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BARIX vs. FXAIX - Drawdown Comparison
The maximum BARIX drawdown since its inception was -41.72%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BARIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BARIX vs. FXAIX - Volatility Comparison
Baron Asset Fund Institutional Class (BARIX) has a higher volatility of 17.00% compared to Fidelity 500 Index Fund (FXAIX) at 4.57%. This indicates that BARIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.