BFGIX vs. HLGEX
Compare and contrast key facts about Baron Focused Growth Fund Institutional Shares (BFGIX) and JPMorgan Mid Cap Growth Fund (HLGEX).
BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009. HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989.
Performance
BFGIX vs. HLGEX - Performance Comparison
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BFGIX vs. HLGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
HLGEX JPMorgan Mid Cap Growth Fund | -9.35% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
Returns By Period
In the year-to-date period, BFGIX achieves a -7.21% return, which is significantly higher than HLGEX's -9.35% return. Over the past 10 years, BFGIX has outperformed HLGEX with an annualized return of 20.17%, while HLGEX has yielded a comparatively lower 12.27% annualized return.
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
HLGEX
- 1D
- -1.19%
- 1M
- -9.76%
- YTD
- -9.35%
- 6M
- -12.03%
- 1Y
- 8.52%
- 3Y*
- 11.39%
- 5Y*
- 3.47%
- 10Y*
- 12.27%
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BFGIX vs. HLGEX - Expense Ratio Comparison
BFGIX has a 1.05% expense ratio, which is higher than HLGEX's 0.89% expense ratio.
Return for Risk
BFGIX vs. HLGEX — Risk / Return Rank
BFGIX
HLGEX
BFGIX vs. HLGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund Institutional Shares (BFGIX) and JPMorgan Mid Cap Growth Fund (HLGEX). 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.
| BFGIX | HLGEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.35 | +0.73 |
Sortino ratioReturn per unit of downside risk | 1.92 | 0.66 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.09 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.41 | +1.43 |
Martin ratioReturn relative to average drawdown | 7.02 | 1.31 | +5.70 |
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
| BFGIX | HLGEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.35 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.16 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.56 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.48 | +0.28 |
Correlation
The correlation between BFGIX and HLGEX is 0.85, 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
BFGIX vs. HLGEX - Dividend Comparison
BFGIX has not paid dividends to shareholders, while HLGEX's dividend yield for the trailing twelve months is around 10.40%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
HLGEX JPMorgan Mid Cap Growth Fund | 10.40% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
Drawdowns
BFGIX vs. HLGEX - Drawdown Comparison
The maximum BFGIX drawdown since its inception was -43.62%, smaller than the maximum HLGEX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for BFGIX and HLGEX.
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Drawdown Indicators
| BFGIX | HLGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.62% | -57.65% | +14.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -14.19% | +2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -37.16% | +1.45% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -37.16% | -6.46% |
Current DrawdownCurrent decline from peak | -9.66% | -14.19% | +4.53% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -11.46% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 4.40% | -1.26% |
Volatility
BFGIX vs. HLGEX - Volatility Comparison
The current volatility for Baron Focused Growth Fund Institutional Shares (BFGIX) is 4.23%, while JPMorgan Mid Cap Growth Fund (HLGEX) has a volatility of 6.28%. This indicates that BFGIX experiences smaller price fluctuations and is considered to be less risky than HLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGIX | HLGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 6.28% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 15.65% | 13.18% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 22.79% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 22.26% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 21.87% | +2.08% |