BFGUX vs. VLIFX
BFGUX (Baron Focused Growth Fund R6 Shares) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BFGUX returned 11.61%/yr vs 5.80%/yr for VLIFX. Their 0.71 correlation means they have sometimes moved together and sometimes differently. BFGUX charges 1.05%/yr vs 1.07%/yr for VLIFX.
Performance
BFGUX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, BFGUX achieves a 0.13% return, which is significantly lower than VLIFX's 2.39% return.
BFGUX
- 1D
- 3.47%
- 1M
- -4.81%
- 6M
- 2.26%
- YTD
- 0.13%
- 1Y
- 13.67%
- 3Y*
- 17.19%
- 5Y*
- 11.61%
- 10Y*
- —
- ALL TIME*
- 20.66%
VLIFX
- 1D
- 1.20%
- 1M
- 2.30%
- 6M
- -0.69%
- YTD
- 2.39%
- 1Y
- -1.04%
- 3Y*
- 6.44%
- 5Y*
- 5.80%
- 10Y*
- 11.76%
- ALL TIME*
- 7.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BFGUX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.13% | 22.26% | 29.85% | 27.75% | -28.03% | 18.99% | 122.96% | 30.33% | 4.07% | 26.67% |
VLIFX Value Line Mid Cap Focused Fund | 2.39% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between BFGUX and VLIFX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2016 | 0.71 |
The correlation between BFGUX and VLIFX shifts across timeframes, from 0.60 (1 year) to 0.73 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BFGUX vs. VLIFX — Risk / Return Rank
BFGUX
VLIFX
BFGUX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund R6 Shares (BFGUX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BFGUX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.99 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | -0.13 | +0.98 |
| Martin ratioReturn relative to average drawdown | 2.95 | -0.34 | +3.29 |
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Drawdowns
BFGUX vs. VLIFX - Drawdown Comparison
The maximum BFGUX drawdown since its inception was -43.60%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for BFGUX and VLIFX.
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Drawdown Indicators
| BFGUX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.60% | -61.48% | +17.88% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -11.81% | -4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -20.98% | -17.66% | -3.32% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -21.91% | -13.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.51% | — |
Current DrawdownCurrent decline from peak | -13.59% | -5.27% | -8.32% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -15.63% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 4.39% | +0.35% |
Volatility
BFGUX vs. VLIFX - Volatility Comparison
Baron Focused Growth Fund R6 Shares (BFGUX) has a higher volatility of 7.56% compared to Value Line Mid Cap Focused Fund (VLIFX) at 2.78%. This indicates that BFGUX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGUX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 2.78% | +4.78% |
Volatility (6M)Calculated over the trailing 6-month period | 17.06% | 9.89% | +7.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.06% | 13.43% | +9.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.02% | 16.86% | +6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.39% | 17.83% | +6.56% |
BFGUX vs. VLIFX - Expense Ratio Comparison
BFGUX has a 1.05% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Dividends
BFGUX vs. VLIFX - Dividend Comparison
BFGUX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 2.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BFGUX Baron Focused Growth Fund R6 Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.78% | 15.00% | 2.78% | 1.74% | 1.05% | 2.08% | 5.92% |
VLIFX Value Line Mid Cap Focused Fund | 2.11% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% |
Frequently Asked Questions
BFGUX and VLIFX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BFGUX has higher volatility (7.56%) compared to VLIFX (2.78%). In terms of maximum drawdown, BFGUX dropped -43.60% vs VLIFX's -61.48%.
BFGUX currently has the higher Sharpe Ratio (0.61 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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