BGRFX vs. RIPIX
Compare and contrast key facts about Baron Growth Fund (BGRFX) and Royce International Premier Fund Institutional Class (RIPIX).
BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. RIPIX is managed by Royce Investment Partners.
Performance
BGRFX vs. RIPIX - Performance Comparison
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BGRFX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | -13.64% | -14.51% | 4.62% | 14.68% | -22.55% | 19.82% | 32.77% | 40.18% | -9.06% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, BGRFX achieves a -13.64% return, which is significantly lower than RIPIX's -9.90% return.
BGRFX
- 1D
- 1.46%
- 1M
- -7.81%
- YTD
- -13.64%
- 6M
- -16.13%
- 1Y
- -22.84%
- 3Y*
- -6.34%
- 5Y*
- -4.01%
- 10Y*
- 7.11%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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BGRFX vs. RIPIX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than RIPIX's 1.04% expense ratio.
Return for Risk
BGRFX vs. RIPIX — Risk / Return Rank
BGRFX
RIPIX
BGRFX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| BGRFX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.06 | -0.14 | -0.92 |
Sortino ratioReturn per unit of downside risk | -1.47 | -0.09 | -1.38 |
Omega ratioGain probability vs. loss probability | 0.82 | 0.99 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.92 | -0.19 | -0.73 |
Martin ratioReturn relative to average drawdown | -1.99 | -0.51 | -1.48 |
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
| BGRFX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.06 | -0.14 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | -0.30 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.04 | +0.43 |
Correlation
The correlation between BGRFX and RIPIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGRFX vs. RIPIX - Dividend Comparison
BGRFX's dividend yield for the trailing twelve months is around 24.21%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 24.21% | 20.91% | 12.05% | 1.79% | 6.02% | 7.73% | 4.64% | 3.68% | 8.38% | 11.68% | 12.84% | 9.53% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGRFX vs. RIPIX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -56.10%, which is greater than RIPIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for BGRFX and RIPIX.
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Drawdown Indicators
| BGRFX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -41.89% | -14.21% |
Max Drawdown (1Y)Largest decline over 1 year | -25.59% | -16.38% | -9.21% |
Max Drawdown (5Y)Largest decline over 5 years | -34.70% | -41.89% | +7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | — | — |
Current DrawdownCurrent decline from peak | -32.49% | -33.58% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -17.83% | +9.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.85% | 6.03% | +5.82% |
Volatility
BGRFX vs. RIPIX - Volatility Comparison
Baron Growth Fund (BGRFX) and Royce International Premier Fund Institutional Class (RIPIX) have volatilities of 5.32% and 5.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRFX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 5.45% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 9.22% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 13.61% | +7.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 15.26% | +4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.96% | 16.14% | +4.82% |