BGRFX vs. VTSAX
Compare and contrast key facts about Baron Growth Fund (BGRFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRFX or VTSAX.
Correlation
The correlation between BGRFX and VTSAX 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.
Performance
BGRFX vs. VTSAX - Performance Comparison
Key characteristics
BGRFX:
-0.28
VTSAX:
1.88
BGRFX:
-0.22
VTSAX:
2.51
BGRFX:
0.96
VTSAX:
1.34
BGRFX:
-0.16
VTSAX:
2.90
BGRFX:
-0.75
VTSAX:
11.48
BGRFX:
6.75%
VTSAX:
2.16%
BGRFX:
18.38%
VTSAX:
13.24%
BGRFX:
-58.19%
VTSAX:
-55.34%
BGRFX:
-28.62%
VTSAX:
-1.24%
Returns By Period
In the year-to-date period, BGRFX achieves a 1.38% return, which is significantly lower than VTSAX's 2.99% return. Over the past 10 years, BGRFX has underperformed VTSAX with an annualized return of 2.42%, while VTSAX has yielded a comparatively higher 13.17% annualized return.
BGRFX
1.38%
1.39%
-7.41%
-6.60%
1.26%
2.42%
VTSAX
2.99%
2.60%
10.20%
23.94%
14.55%
13.17%
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BGRFX vs. VTSAX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
BGRFX vs. VTSAX — Risk-Adjusted Performance Rank
BGRFX
VTSAX
BGRFX vs. VTSAX - Risk-Adjusted Performance 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.
Dividends
BGRFX vs. VTSAX - Dividend Comparison
BGRFX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.22% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 2.29% |
Drawdowns
BGRFX vs. VTSAX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -58.19%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for BGRFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
BGRFX vs. VTSAX - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 4.46% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.23%. 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.