BFGFX vs. MXXIX
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Marsico Midcap Growth Focus Fund (MXXIX).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. MXXIX is managed by Marsico Investment Fund. It was launched on Feb 1, 2000.
Performance
BFGFX vs. MXXIX - Performance Comparison
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BFGFX vs. MXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
MXXIX Marsico Midcap Growth Focus Fund | -0.48% | 26.09% | 42.95% | 21.71% | -31.84% | 12.04% | 45.34% | 29.88% | 1.76% | 30.05% |
Returns By Period
In the year-to-date period, BFGFX achieves a -5.05% return, which is significantly lower than MXXIX's -0.48% return. Over the past 10 years, BFGFX has outperformed MXXIX with an annualized return of 20.15%, while MXXIX has yielded a comparatively lower 15.57% annualized return.
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
MXXIX
- 1D
- 4.08%
- 1M
- -8.46%
- YTD
- -0.48%
- 6M
- -0.73%
- 1Y
- 27.74%
- 3Y*
- 26.85%
- 5Y*
- 9.79%
- 10Y*
- 15.57%
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BFGFX vs. MXXIX - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is lower than MXXIX's 1.33% expense ratio.
Return for Risk
BFGFX vs. MXXIX — Risk / Return Rank
BFGFX
MXXIX
BFGFX vs. MXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Marsico Midcap Growth Focus Fund (MXXIX). 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.
| BFGFX | MXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.28 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.88 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.20 | +0.08 |
Martin ratioReturn relative to average drawdown | 8.56 | 8.23 | +0.32 |
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
| BFGFX | MXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.28 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.43 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.72 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.39 | +0.30 |
Correlation
The correlation between BFGFX and MXXIX is 0.74, 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
BFGFX vs. MXXIX - Dividend Comparison
BFGFX has not paid dividends to shareholders, while MXXIX's dividend yield for the trailing twelve months is around 12.01%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
MXXIX Marsico Midcap Growth Focus Fund | 12.01% | 11.95% | 9.18% | 1.24% | 0.00% | 14.22% | 2.83% | 3.26% | 5.37% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFGFX vs. MXXIX - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -59.52%, roughly equal to the maximum MXXIX drawdown of -62.49%. Use the drawdown chart below to compare losses from any high point for BFGFX and MXXIX.
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Drawdown Indicators
| BFGFX | MXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -62.49% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -13.07% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -40.59% | +4.66% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -40.59% | -3.03% |
Current DrawdownCurrent decline from peak | -7.56% | -9.52% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -12.43% | -18.47% | +6.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.50% | -0.31% |
Volatility
BFGFX vs. MXXIX - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.99%, while Marsico Midcap Growth Focus Fund (MXXIX) has a volatility of 9.13%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than MXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGFX | MXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 9.13% | -4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 15.79% | 14.72% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 22.74% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 22.67% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 21.67% | +2.29% |