BARIX vs. PKSFX
Compare and contrast key facts about Baron Asset Fund Institutional Class (BARIX) and Virtus KAR Small-Cap Core Fund (PKSFX).
BARIX is managed by Baron Capital Group. It was launched on May 29, 2009. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
BARIX vs. PKSFX - Performance Comparison
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BARIX vs. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, BARIX achieves a -9.30% return, which is significantly lower than PKSFX's -0.51% return. Over the past 10 years, BARIX has underperformed PKSFX with an annualized return of 10.43%, while PKSFX has yielded a comparatively higher 14.75% annualized return.
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%
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
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BARIX vs. PKSFX - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Return for Risk
BARIX vs. PKSFX — Risk / Return Rank
BARIX
PKSFX
BARIX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| BARIX | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.14 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.36 | 0.35 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.09 | +0.01 |
Martin ratioReturn relative to average drawdown | 0.23 | 0.19 | +0.04 |
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
| BARIX | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.14 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.43 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.79 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.56 | +0.08 |
Correlation
The correlation between BARIX and PKSFX is 0.84, 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
BARIX vs. PKSFX - Dividend Comparison
BARIX's dividend yield for the trailing twelve months is around 11.67%, less than PKSFX's 14.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
BARIX vs. PKSFX - Drawdown Comparison
The maximum BARIX drawdown since its inception was -37.44%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for BARIX and PKSFX.
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Drawdown Indicators
| BARIX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.44% | -54.46% | +17.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -11.21% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -37.44% | -22.02% | -15.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.44% | -33.45% | -3.99% |
Current DrawdownCurrent decline from peak | -10.67% | -11.25% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -6.74% | -7.17% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 4.92% | -0.55% |
Volatility
BARIX vs. PKSFX - Volatility Comparison
The current volatility for Baron Asset Fund Institutional Class (BARIX) is 3.35%, while Virtus KAR Small-Cap Core Fund (PKSFX) has a volatility of 4.01%. This indicates that BARIX experiences smaller price fluctuations and is considered to be less risky than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BARIX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 4.01% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 10.93% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 18.88% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 17.88% | +1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.83% | 18.78% | +1.05% |