BGRIX vs. FBALX

In the year-to-date period, BGRIX achieves a -0.09% return, which is significantly lower than FBALX's 2.84% return. Over the past 10 years, BGRIX has underperformed FBALX with an annualized return of 2.31%, while FBALX has yielded a comparatively higher 4.96% annualized return.

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BGRIX has a 1.05% expense ratio, which is higher than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Fidelity Balanced Fund (FBALX). 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.

The current BGRIX Sharpe Ratio is -0.41, which is lower than the FBALX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of BGRIX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGRIX has not paid dividends to shareholders, while FBALX's dividend yield for the trailing twelve months is around 1.76%.

The maximum BGRIX drawdown since its inception was -41.12%, roughly equal to the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for BGRIX and FBALX. For additional features, visit the drawdowns tool.

Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 3.77% compared to Fidelity Balanced Fund (FBALX) at 2.43%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.