Correlation
The correlation between BFGFX and MRFOX is 0.81, 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.
BFGFX vs. MRFOX
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Marshfield Concentrated Opportunity Fund (MRFOX).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or MRFOX.
Performance
BFGFX vs. MRFOX - Performance Comparison
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Key characteristics
BFGFX:
1.54
MRFOX:
1.02
BFGFX:
2.19
MRFOX:
1.54
BFGFX:
1.30
MRFOX:
1.21
BFGFX:
1.58
MRFOX:
1.50
BFGFX:
5.39
MRFOX:
5.83
BFGFX:
6.15%
MRFOX:
2.03%
BFGFX:
22.48%
MRFOX:
11.57%
BFGFX:
-56.88%
MRFOX:
-29.10%
BFGFX:
-3.18%
MRFOX:
-2.46%
Returns By Period
In the year-to-date period, BFGFX achieves a 1.38% return, which is significantly lower than MRFOX's 3.98% return.
BFGFX
1.38%
9.44%
4.25%
34.33%
14.55%
24.04%
17.48%
MRFOX
3.98%
1.45%
-0.01%
11.68%
16.65%
15.59%
N/A
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BFGFX vs. MRFOX - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Risk-Adjusted Performance
BFGFX vs. MRFOX — Risk-Adjusted Performance Rank
BFGFX
MRFOX
BFGFX vs. MRFOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
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Dividends
BFGFX vs. MRFOX - Dividend Comparison
BFGFX has not paid dividends to shareholders, while MRFOX's dividend yield for the trailing twelve months is around 4.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.86% | 1.78% | 1.07% | 2.11% | 6.02% | 5.81% | 0.61% |
MRFOX Marshfield Concentrated Opportunity Fund | 4.41% | 4.59% | 0.46% | 0.35% | 6.78% | 2.70% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% | 0.00% |
Drawdowns
BFGFX vs. MRFOX - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.88%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for BFGFX and MRFOX.
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Volatility
BFGFX vs. MRFOX - Volatility Comparison
Baron Focused Growth Fund (BFGFX) has a higher volatility of 5.06% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.43%. This indicates that BFGFX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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