BDAIX vs. ACIHX

Last updated Jun 24, 2026

BDAIX (Baron Durable Advantage Fund) and ACIHX (American Century Growth Fund G Class) are both Large Cap Growth Equities funds. Over the past 3 years, BDAIX returned 21.02%/yr vs 20.41%/yr for ACIHX. Their correlation of 0.94 suggests significant overlap in exposure. BDAIX charges 1.48%/yr vs 0.01%/yr for ACIHX.

Performance

BDAIX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Durable Advantage Fund (BDAIX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with BDAIX having a 3.69% return and ACIHX slightly lower at 3.56%.

BDAIX

• 1D: -1.23%
• 1M: -1.09%
• YTD: 3.69%
• 6M: 2.64%
• 1Y: 17.25%
• 3Y*: 21.02%
• 5Y*: 13.99%
• 10Y*: —

ACIHX

• 1D: -1.32%
• 1M: -1.58%
• YTD: 3.56%
• 6M: 2.37%
• 1Y: 20.59%
• 3Y*: 20.41%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDAIX vs. ACIHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
BDAIX Baron Durable Advantage Fund	3.69%	16.56%	27.14%	45.51%	-4.14%
ACIHX American Century Growth Fund G Class	3.56%	16.26%	27.35%	44.64%	-6.24%

Correlation

The correlation between BDAIX and ACIHX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.89
Correlation (3Y) Calculated over the trailing 3-year period	0.92
Correlation (All Time) Calculated using the full available price history since May 16, 2022	0.94

The correlation between BDAIX and ACIHX has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.

Return for Risk

BDAIX vs. ACIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDAIX

BDAIX Risk / Return Rank: 17
BDAIX Sharpe Ratio Rank: 17
BDAIX Sortino Ratio Rank: 16
BDAIX Omega Ratio Rank: 17
BDAIX Calmar Ratio Rank: 14
BDAIX Martin Ratio Rank: 19

ACIHX

ACIHX Risk / Return Rank: 21
ACIHX Sharpe Ratio Rank: 25
ACIHX Sortino Ratio Rank: 23
ACIHX Omega Ratio Rank: 23
ACIHX Calmar Ratio Rank: 16
ACIHX Martin Ratio Rank: 18

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDAIX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and American Century Growth Fund G Class (ACIHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BDAIX	ACIHX	Difference
Sharpe ratio: Return per unit of total volatility	1.09	1.33	-0.24
Sortino ratio: Return per unit of downside risk	1.57	1.85	-0.28
Omega ratio: Gain probability vs. loss probability	1.20	1.24	-0.03
Calmar ratio: Return relative to maximum drawdown	1.23	1.34	-0.11
Martin ratio: Return relative to average drawdown	4.60	4.41	+0.19

BDAIX vs. ACIHX - Sharpe Ratio Comparison

The current BDAIX Sharpe Ratio is 1.09, which is comparable to the ACIHX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of BDAIX and ACIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BDAIX vs. ACIHX - Drawdown Comparison

The maximum BDAIX drawdown since its inception was -33.57%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for BDAIX and ACIHX.

Drawdown Indicators

	BDAIX	ACIHX	Difference
Max Drawdown Largest peak-to-trough decline	-33.57%	-24.00%	-9.57%
Max Drawdown (1Y) Largest decline over 1 year	-14.82%	-16.40%	+1.58%
Max Drawdown (3Y) Largest decline over 3 years	-21.79%	-24.00%	+2.21%
Max Drawdown (5Y) Largest decline over 5 years	-30.25%	—	—
Current Drawdown Current decline from peak	-3.19%	-5.43%	+2.24%
Average Drawdown Average peak-to-trough decline	-5.79%	-4.88%	-0.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.96%	4.99%	-1.03%

Volatility

BDAIX vs. ACIHX - Volatility Comparison

Baron Durable Advantage Fund (BDAIX) and American Century Growth Fund G Class (ACIHX) have volatilities of 6.14% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BDAIX	ACIHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.14%	6.37%	-0.23%
Volatility (6M) Calculated over the trailing 6-month period	13.15%	13.00%	+0.15%
Volatility (1Y) Calculated over the trailing 1-year period	16.77%	16.60%	+0.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.38%	21.11%	-0.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.99%	21.11%	+0.88%

BDAIX vs. ACIHX - Expense Ratio Comparison

BDAIX has a 1.48% expense ratio, which is higher than ACIHX's 0.01% expense ratio.

Dividends

BDAIX vs. ACIHX - Dividend Comparison

BDAIX has not paid dividends to shareholders, while ACIHX's dividend yield for the trailing twelve months is around 15.40%.

Position	TTM	2025	2024	2023	2022	2021	2020
ACIHX American Century Growth Fund G Class	15.40%	15.95%	5.65%	4.61%	2.86%	0.00%	0.00%
BDAIX Baron Durable Advantage Fund	0.00%	0.00%	0.23%	0.10%	0.00%	0.33%	0.12%

Frequently Asked Questions

Can I hold both BDAIX and ACIHX in my portfolio?

BDAIX and ACIHX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BDAIX or ACIHX?

ACIHX has higher volatility (6.37%) compared to BDAIX (6.14%). In terms of maximum drawdown, BDAIX dropped -33.57% vs ACIHX's -24.00%.

Which has better risk-adjusted returns?

ACIHX currently has the higher Sharpe Ratio (1.33 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.