BGRFX vs. VMGMX
Compare and contrast key facts about Baron Growth Fund (BGRFX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
BGRFX vs. VMGMX - Performance Comparison
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BGRFX vs. VMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | -12.11% | -14.51% | 4.62% | 14.68% | -22.55% | 19.82% | 32.77% | 40.18% | -2.93% | 27.14% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
In the year-to-date period, BGRFX achieves a -12.11% return, which is significantly lower than VMGMX's -7.61% return. Over the past 10 years, BGRFX has underperformed VMGMX with an annualized return of 7.30%, while VMGMX has yielded a comparatively higher 10.62% annualized return.
BGRFX
- 1D
- 1.77%
- 1M
- -7.27%
- YTD
- -12.11%
- 6M
- -13.84%
- 1Y
- -21.46%
- 3Y*
- -5.79%
- 5Y*
- -4.08%
- 10Y*
- 7.30%
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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BGRFX vs. VMGMX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Return for Risk
BGRFX vs. VMGMX — Risk / Return Rank
BGRFX
VMGMX
BGRFX vs. VMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.02 | 0.28 | -1.30 |
Sortino ratioReturn per unit of downside risk | -1.39 | 0.55 | -1.94 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.07 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | 0.39 | -1.21 |
Martin ratioReturn relative to average drawdown | -1.76 | 1.21 | -2.96 |
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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.02 | 0.28 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.21 | 0.19 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.51 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.59 | -0.11 |
Correlation
The correlation between BGRFX and VMGMX is 0.88, 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
BGRFX vs. VMGMX - Dividend Comparison
BGRFX's dividend yield for the trailing twelve months is around 23.79%, more than VMGMX's 0.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 23.79% | 20.91% | 12.05% | 1.79% | 6.02% | 7.73% | 4.64% | 3.68% | 8.38% | 11.68% | 12.84% | 9.53% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
BGRFX vs. VMGMX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -56.10%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for BGRFX and VMGMX.
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Drawdown Indicators
| BGRFX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -37.17% | -18.93% |
Max Drawdown (1Y)Largest decline over 1 year | -25.59% | -15.95% | -9.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.70% | -37.17% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | -37.17% | -3.97% |
Current DrawdownCurrent decline from peak | -31.30% | -13.31% | -17.99% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -7.05% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.94% | 5.11% | +6.83% |
Volatility
BGRFX vs. VMGMX - Volatility Comparison
The current volatility for Baron Growth Fund (BGRFX) is 5.53%, while Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a volatility of 6.47%. This indicates that BGRFX experiences smaller price fluctuations and is considered to be less risky than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRFX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 6.47% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 12.40% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.24% | 21.07% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 21.39% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 20.93% | +0.04% |