BFGIX vs. PKSFX
Compare and contrast key facts about Baron Focused Growth Fund Institutional Shares (BFGIX) and Virtus KAR Small-Cap Core Fund (PKSFX).
BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
BFGIX vs. PKSFX - Performance Comparison
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BFGIX vs. PKSFX - 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% |
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, BFGIX achieves a -7.21% return, which is significantly lower than PKSFX's -0.51% return. Over the past 10 years, BFGIX has outperformed PKSFX with an annualized return of 20.17%, while PKSFX has yielded a comparatively lower 14.75% 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%
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
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BFGIX vs. PKSFX - Expense Ratio Comparison
BFGIX has a 1.05% expense ratio, which is higher than PKSFX's 1.00% expense ratio.
Return for Risk
BFGIX vs. PKSFX — Risk / Return Rank
BFGIX
PKSFX
BFGIX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund Institutional Shares (BFGIX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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 | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.14 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.92 | 0.35 | +1.57 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.04 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.09 | +1.76 |
Martin ratioReturn relative to average drawdown | 7.02 | 0.19 | +6.82 |
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 | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.14 | +0.94 |
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 | 0.85 | 0.79 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.56 | +0.21 |
Correlation
The correlation between BFGIX and PKSFX is 0.77, 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. PKSFX - Dividend Comparison
BFGIX has not paid dividends to shareholders, while PKSFX's dividend yield for the trailing twelve months is around 14.37%.
| 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% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
BFGIX vs. PKSFX - Drawdown Comparison
The maximum BFGIX drawdown since its inception was -43.62%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for BFGIX and PKSFX.
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Drawdown Indicators
| BFGIX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.62% | -54.46% | +10.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -11.21% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -22.02% | -13.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -33.45% | -10.17% |
Current DrawdownCurrent decline from peak | -9.66% | -11.25% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -7.17% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 4.92% | -1.78% |
Volatility
BFGIX vs. PKSFX - Volatility Comparison
Baron Focused Growth Fund Institutional Shares (BFGIX) has a higher volatility of 4.23% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.01%. This indicates that BFGIX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGIX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.01% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 15.65% | 10.93% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 18.88% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 17.88% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 18.78% | +5.17% |