BGRFX vs. FPURX
BGRFX (Baron Growth Fund) and FPURX (Fidelity Puritan Fund) are both mutual funds - BGRFX is a Mid Cap Growth Equities fund managed by Baron Capital, while FPURX is a Diversified Portfolio fund actively managed by Fidelity. Over the past 10 years, BGRFX returned 7.18%/yr vs 11.07%/yr for FPURX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. BGRFX charges 1.29%/yr vs 0.50%/yr for FPURX.
Performance
BGRFX vs. FPURX - Performance Comparison
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Returns By Period
In the year-to-date period, BGRFX achieves a -6.97% return, which is significantly lower than FPURX's 8.81% return. Over the past 10 years, BGRFX has underperformed FPURX with an annualized return of 7.18%, while FPURX has yielded a comparatively higher 11.07% annualized return.
BGRFX
- 1D
- 0.77%
- 1M
- 2.29%
- 6M
- 1.04%
- YTD
- -6.97%
- 1Y
- -15.70%
- 3Y*
- -4.81%
- 5Y*
- -4.63%
- 10Y*
- 7.18%
- ALL TIME*
- 9.62%
FPURX
- 1D
- 1.01%
- 1M
- -0.80%
- 6M
- 5.96%
- YTD
- 8.81%
- 1Y
- 15.37%
- 3Y*
- 15.67%
- 5Y*
- 8.81%
- 10Y*
- 11.07%
- ALL TIME*
- 9.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BGRFX Baron Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BGRFX vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | -6.97% | -14.51% | 4.62% | 14.68% | -22.55% | 19.82% | 32.77% | 40.18% | -2.93% | 27.14% |
FPURX Fidelity Puritan Fund | 8.81% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Correlation
The correlation between BGRFX and FPURX is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 1995 | 0.78 |
The correlation between BGRFX and FPURX shifts across timeframes, from -0.01 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BGRFX vs. FPURX — Risk / Return Rank
BGRFX
FPURX
BGRFX vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Fidelity Puritan Fund (FPURX). 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.
| BGRFX | FPURX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.10 | ||
| Sortino ratioReturn per unit of downside risk | -2.85 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.27 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 2.32 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.94 | 8.82 | -9.76 |
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Drawdowns
BGRFX vs. FPURX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -56.10%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for BGRFX and FPURX.
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Drawdown Indicators
| BGRFX | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -31.76% | -24.34% |
Max Drawdown (1Y)Largest decline over 1 year | -23.86% | -7.24% | -16.62% |
Max Drawdown (3Y)Largest decline over 3 years | -33.03% | -16.51% | -16.52% |
Max Drawdown (5Y)Largest decline over 5 years | -35.02% | -22.53% | -12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | -23.93% | -17.21% |
Current DrawdownCurrent decline from peak | -27.28% | -2.61% | -24.67% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -4.64% | -4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.77% | 1.90% | +12.87% |
Volatility
BGRFX vs. FPURX - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 10.19% compared to Fidelity Puritan Fund (FPURX) at 3.45%. This indicates that BGRFX's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRFX | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.19% | 3.45% | +6.74% |
Volatility (6M)Calculated over the trailing 6-month period | 19.44% | 9.34% | +10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 11.27% | +11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 13.47% | +7.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 13.19% | +8.28% |
BGRFX vs. FPURX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Dividends
BGRFX vs. FPURX - Dividend Comparison
BGRFX's dividend yield for the trailing twelve months is around 22.48%, more than FPURX's 6.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 22.48% | 20.91% | 12.05% | 1.79% | 6.02% | 7.73% | 4.64% | 3.68% | 8.38% | 11.68% | 12.84% | 9.53% |
FPURX Fidelity Puritan Fund | 6.34% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Frequently Asked Questions
BGRFX and FPURX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRFX has higher volatility (10.19%) compared to FPURX (3.45%). In terms of maximum drawdown, BGRFX dropped -56.10% vs FPURX's -31.76%.
FPURX currently has the higher Sharpe Ratio (1.49 vs -0.61), 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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