BGRFX vs. OAKMX
Compare and contrast key facts about Baron Growth Fund (BGRFX) and Oakmark Fund Investor Class (OAKMX).
BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRFX or OAKMX.
Correlation
The correlation between BGRFX and OAKMX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BGRFX vs. OAKMX - Performance Comparison
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Key characteristics
Returns By Period
BGRFX
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OAKMX
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BGRFX vs. OAKMX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
BGRFX vs. OAKMX — Risk-Adjusted Performance Rank
BGRFX
OAKMX
BGRFX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Oakmark Fund Investor Class (OAKMX). 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.
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Dividends
BGRFX vs. OAKMX - Dividend Comparison
Neither BGRFX nor OAKMX has paid dividends to shareholders.
Drawdowns
BGRFX vs. OAKMX - Drawdown Comparison
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Volatility
BGRFX vs. OAKMX - Volatility Comparison
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