BGRIX vs. BSCFX
Compare and contrast key facts about Baron Growth Fund Institutional Shares (BGRIX) and Baron Small Cap Fund (BSCFX).
BGRIX is managed by Baron Capital Group, Inc.. It was launched on May 29, 2009. BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997.
Performance
BGRIX vs. BSCFX - Performance Comparison
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BGRIX vs. BSCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | -12.06% | -14.21% | 4.90% | 14.97% | -22.35% | 20.13% | 33.10% | 40.54% | -2.68% | 27.45% |
BSCFX Baron Small Cap Fund | -7.98% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
Returns By Period
In the year-to-date period, BGRIX achieves a -12.06% return, which is significantly lower than BSCFX's -7.98% return. Over the past 10 years, BGRIX has underperformed BSCFX with an annualized return of 7.58%, while BSCFX has yielded a comparatively higher 10.02% annualized return.
BGRIX
- 1D
- 1.77%
- 1M
- -7.25%
- YTD
- -12.06%
- 6M
- -13.66%
- 1Y
- -21.19%
- 3Y*
- -5.52%
- 5Y*
- -3.81%
- 10Y*
- 7.58%
BSCFX
- 1D
- 3.24%
- 1M
- -7.50%
- YTD
- -7.98%
- 6M
- -9.58%
- 1Y
- 0.12%
- 3Y*
- 6.16%
- 5Y*
- -0.15%
- 10Y*
- 10.02%
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BGRIX vs. BSCFX - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is lower than BSCFX's 1.29% expense ratio.
Return for Risk
BGRIX vs. BSCFX — Risk / Return Rank
BGRIX
BSCFX
BGRIX vs. BSCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Baron Small Cap Fund (BSCFX). 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.
| BGRIX | BSCFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.00 | 0.01 | -1.02 |
Sortino ratioReturn per unit of downside risk | -1.38 | 0.18 | -1.56 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.02 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | -0.01 | -0.80 |
Martin ratioReturn relative to average drawdown | -1.75 | -0.03 | -1.71 |
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
| BGRIX | BSCFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.00 | 0.01 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | -0.01 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.45 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.41 | +0.12 |
Correlation
The correlation between BGRIX and BSCFX is 0.91, 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
BGRIX vs. BSCFX - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 22.42%, more than BSCFX's 10.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | 22.42% | 19.72% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.37% |
BSCFX Baron Small Cap Fund | 10.33% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
Drawdowns
BGRIX vs. BSCFX - Drawdown Comparison
The maximum BGRIX drawdown since its inception was -41.12%, smaller than the maximum BSCFX drawdown of -55.59%. Use the drawdown chart below to compare losses from any high point for BGRIX and BSCFX.
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Drawdown Indicators
| BGRIX | BSCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -55.59% | +14.47% |
Max Drawdown (1Y)Largest decline over 1 year | -25.39% | -15.00% | -10.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -37.94% | +3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -39.58% | -1.54% |
Current DrawdownCurrent decline from peak | -30.46% | -16.50% | -13.96% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -11.07% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.84% | 4.93% | +6.91% |
Volatility
BGRIX vs. BSCFX - Volatility Comparison
The current volatility for Baron Growth Fund Institutional Shares (BGRIX) is 5.53%, while Baron Small Cap Fund (BSCFX) has a volatility of 6.57%. This indicates that BGRIX experiences smaller price fluctuations and is considered to be less risky than BSCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRIX | BSCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 6.57% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 13.44% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 22.46% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 22.34% | -2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 22.33% | -1.36% |