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.
Correlation
The correlation between BFGFX and MRFOX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BFGFX vs. MRFOX - Performance Comparison
Key characteristics
BFGFX:
2.02
MRFOX:
1.44
BFGFX:
2.93
MRFOX:
1.90
BFGFX:
1.38
MRFOX:
1.30
BFGFX:
0.90
MRFOX:
1.76
BFGFX:
13.24
MRFOX:
7.60
BFGFX:
2.47%
MRFOX:
1.86%
BFGFX:
16.22%
MRFOX:
9.78%
BFGFX:
-56.92%
MRFOX:
-29.10%
BFGFX:
-12.80%
MRFOX:
-7.53%
Returns By Period
In the year-to-date period, BFGFX achieves a 30.70% return, which is significantly higher than MRFOX's 12.61% return.
BFGFX
30.70%
7.13%
31.82%
30.59%
18.93%
12.86%
MRFOX
12.61%
-4.10%
0.19%
13.09%
11.41%
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 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.
Dividends
BFGFX vs. MRFOX - Dividend Comparison
Neither BFGFX nor MRFOX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 1.22% |
MRFOX Marshfield Concentrated Opportunity Fund | 0.00% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFGFX vs. MRFOX - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, 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. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. MRFOX - Volatility Comparison
Baron Focused Growth Fund (BFGFX) has a higher volatility of 7.83% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 5.62%. 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.