BFTHX vs. MEIFX
Compare and contrast key facts about Baron Fifth Avenue Growth Fund (BFTHX) and Meridian Enhanced Equity Fund (MEIFX).
BFTHX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2004. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
BFTHX vs. MEIFX - Performance Comparison
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BFTHX vs. MEIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFTHX Baron Fifth Avenue Growth Fund | -14.16% | 18.01% | 37.38% | 57.20% | -50.62% | 10.88% | 50.42% | 33.98% | 1.10% | 40.64% |
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, BFTHX achieves a -14.16% return, which is significantly lower than MEIFX's -1.60% return. Both investments have delivered pretty close results over the past 10 years, with BFTHX having a 13.38% annualized return and MEIFX not far ahead at 13.78%.
BFTHX
- 1D
- -0.38%
- 1M
- -7.47%
- YTD
- -14.16%
- 6M
- -11.37%
- 1Y
- 17.05%
- 3Y*
- 22.29%
- 5Y*
- 4.02%
- 10Y*
- 13.38%
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
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BFTHX vs. MEIFX - Expense Ratio Comparison
BFTHX has a 1.00% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
BFTHX vs. MEIFX — Risk / Return Rank
BFTHX
MEIFX
BFTHX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Fifth Avenue Growth Fund (BFTHX) and Meridian Enhanced Equity Fund (MEIFX). 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.
| BFTHX | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.30 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.02 | 0.55 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.49 | +0.21 |
Martin ratioReturn relative to average drawdown | 2.33 | 2.30 | +0.03 |
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
| BFTHX | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.30 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.37 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.77 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.51 | -0.10 |
Correlation
The correlation between BFTHX and MEIFX 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
BFTHX vs. MEIFX - Dividend Comparison
BFTHX's dividend yield for the trailing twelve months is around 4.79%, less than MEIFX's 7.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFTHX Baron Fifth Avenue Growth Fund | 4.79% | 4.11% | 0.79% | 0.00% | 0.00% | 3.19% | 0.36% | 2.95% | 0.00% | 0.00% | 0.00% | 0.00% |
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
BFTHX vs. MEIFX - Drawdown Comparison
The maximum BFTHX drawdown since its inception was -58.84%, which is greater than MEIFX's maximum drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for BFTHX and MEIFX.
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Drawdown Indicators
| BFTHX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.84% | -54.37% | -4.47% |
Max Drawdown (1Y)Largest decline over 1 year | -17.62% | -8.99% | -8.63% |
Max Drawdown (5Y)Largest decline over 5 years | -58.84% | -23.54% | -35.30% |
Max Drawdown (10Y)Largest decline over 10 years | -58.84% | -28.67% | -30.17% |
Current DrawdownCurrent decline from peak | -17.62% | -7.42% | -10.20% |
Average DrawdownAverage peak-to-trough decline | -11.94% | -7.76% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 2.05% | +3.30% |
Volatility
BFTHX vs. MEIFX - Volatility Comparison
Baron Fifth Avenue Growth Fund (BFTHX) has a higher volatility of 6.75% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.54%. This indicates that BFTHX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFTHX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 3.54% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 15.36% | 7.12% | +8.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.21% | 14.91% | +13.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.96% | 15.93% | +15.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.02% | 17.95% | +9.07% |