BGRFX vs. VTSAX
BGRFX (Baron Growth Fund) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both mutual funds - BGRFX is a Mid Cap Growth Equities fund managed by Baron Capital, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 10 years, BGRFX returned 7.24%/yr vs 14.47%/yr for VTSAX. Their correlation of 0.86 means they have usually moved in the same direction. BGRFX charges 1.29%/yr vs 0.04%/yr for VTSAX.
Performance
BGRFX vs. VTSAX - Performance Comparison
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Returns By Period
In the year-to-date period, BGRFX achieves a -7.22% return, which is significantly lower than VTSAX's 9.87% return. Over the past 10 years, BGRFX has underperformed VTSAX with an annualized return of 7.24%, while VTSAX has yielded a comparatively higher 14.47% annualized return.
BGRFX
- 1D
- -4.18%
- 1M
- 2.01%
- 6M
- -4.70%
- YTD
- -7.22%
- 1Y
- -14.10%
- 3Y*
- -5.92%
- 5Y*
- -4.58%
- 10Y*
- 7.24%
- ALL TIME*
- 9.61%
VTSAX
- 1D
- 1.63%
- 1M
- -0.77%
- 6M
- 8.16%
- YTD
- 9.87%
- 1Y
- 21.10%
- 3Y*
- 18.58%
- 5Y*
- 11.61%
- 10Y*
- 14.47%
- ALL TIME*
- 9.00%
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. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | -7.22% | -14.51% | 4.62% | 14.68% | -22.55% | 19.82% | 32.77% | 40.18% | -2.93% | 27.14% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 9.87% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Correlation
The correlation between BGRFX and VTSAX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2000 | 0.86 |
Over the past year, the correlation between BGRFX and VTSAX has dropped to 0.19 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
BGRFX vs. VTSAX — Risk / Return Rank
BGRFX
VTSAX
BGRFX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 | VTSAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.88 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.25 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.63 | 2.10 | -2.73 |
| Martin ratioReturn relative to average drawdown | -1.06 | 9.09 | -10.14 |
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Drawdowns
BGRFX vs. VTSAX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -56.10%, roughly equal to the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for BGRFX and VTSAX.
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Drawdown Indicators
| BGRFX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -55.33% | -0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -8.92% | -15.75% |
Max Drawdown (3Y)Largest decline over 3 years | -33.03% | -19.36% | -13.67% |
Max Drawdown (5Y)Largest decline over 5 years | -35.02% | -25.36% | -9.66% |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | -34.97% | -6.17% |
Current DrawdownCurrent decline from peak | -27.48% | -1.88% | -25.60% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -8.96% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.71% | 2.06% | +12.65% |
Volatility
BGRFX vs. VTSAX - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 10.92% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.41%. This indicates that BGRFX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRFX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.92% | 3.41% | +7.51% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 10.27% | +9.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.83% | 13.13% | +9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.91% | 17.47% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 18.41% | +3.05% |
BGRFX vs. VTSAX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Dividends
BGRFX vs. VTSAX - Dividend Comparison
BGRFX's dividend yield for the trailing twelve months is around 22.54%, more than VTSAX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 22.54% | 20.91% | 12.05% | 1.79% | 6.02% | 7.73% | 4.64% | 3.68% | 8.38% | 11.68% | 12.84% | 9.53% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.06% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
BGRFX and VTSAX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRFX has higher volatility (10.92%) compared to VTSAX (3.41%). In terms of maximum drawdown, BGRFX dropped -56.10% vs VTSAX's -55.33%.
VTSAX currently has the higher Sharpe Ratio (1.43 vs -0.68), 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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