BGRFX vs. PRWCX
Compare and contrast key facts about Baron Growth Fund (BGRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRFX or PRWCX.
Performance
BGRFX vs. PRWCX - Performance Comparison
Returns By Period
In the year-to-date period, BGRFX achieves a 6.87% return, which is significantly lower than PRWCX's 13.54% return. Over the past 10 years, BGRFX has underperformed PRWCX with an annualized return of 3.24%, while PRWCX has yielded a comparatively higher 10.64% annualized return.
BGRFX
6.87%
-1.43%
6.40%
10.30%
4.11%
3.24%
PRWCX
13.54%
0.13%
6.83%
19.29%
11.29%
10.64%
Key characteristics
| BGRFX | PRWCX | |
|---|---|---|
| Sharpe Ratio | 0.75 | 2.56 |
| Sortino Ratio | 1.11 | 3.53 |
| Omega Ratio | 1.13 | 1.48 |
| Calmar Ratio | 0.37 | 5.79 |
| Martin Ratio | 2.40 | 20.33 |
| Ulcer Index | 4.40% | 0.95% |
| Daily Std Dev | 14.07% | 7.55% |
| Max Drawdown | -58.19% | -41.77% |
| Current Drawdown | -19.69% | -1.13% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGRFX vs. PRWCX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Correlation
The correlation between BGRFX and PRWCX is 0.78, 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.
Risk-Adjusted Performance
BGRFX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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.
Dividends
BGRFX vs. PRWCX - Dividend Comparison
BGRFX has not paid dividends to shareholders, while PRWCX's dividend yield for the trailing twelve months is around 1.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% |
PRWCX T. Rowe Price Capital Appreciation Fund | 1.86% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% | 1.13% |
Drawdowns
BGRFX vs. PRWCX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -58.19%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for BGRFX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
BGRFX vs. PRWCX - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 4.31% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.65%. This indicates that BGRFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.