BGRIX vs. RERGX
Compare and contrast key facts about Baron Growth Fund Institutional Shares (BGRIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
BGRIX is managed by Baron Capital Group, Inc.. It was launched on May 29, 2009. RERGX is managed by American Funds.
Performance
BGRIX vs. RERGX - Performance Comparison
Loading graphics...
BGRIX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, BGRIX achieves a -12.06% return, which is significantly lower than RERGX's -2.84% return. Over the past 10 years, BGRIX has underperformed RERGX with an annualized return of 7.58%, while RERGX has yielded a comparatively higher 7.97% 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%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGRIX vs. RERGX - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
BGRIX vs. RERGX — Risk / Return Rank
BGRIX
RERGX
BGRIX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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 | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.00 | 1.38 | -2.38 |
Sortino ratioReturn per unit of downside risk | -1.38 | 1.87 | -3.24 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.27 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.68 | -2.49 |
Martin ratioReturn relative to average drawdown | -1.75 | 6.37 | -8.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGRIX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.00 | 1.38 | -2.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.20 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.48 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.38 | +0.16 |
Correlation
The correlation between BGRIX and RERGX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGRIX vs. RERGX - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 22.42%, more than RERGX's 14.36% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
BGRIX vs. RERGX - Drawdown Comparison
The maximum BGRIX drawdown since its inception was -41.12%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for BGRIX and RERGX.
Loading graphics...
Drawdown Indicators
| BGRIX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -37.30% | -3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -25.39% | -12.52% | -12.87% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -37.30% | +2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -37.30% | -3.82% |
Current DrawdownCurrent decline from peak | -30.46% | -10.11% | -20.35% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -9.28% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.84% | 3.30% | +8.54% |
Volatility
BGRIX vs. RERGX - Volatility Comparison
The current volatility for Baron Growth Fund Institutional Shares (BGRIX) is 5.53%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that BGRIX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGRIX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 7.27% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 11.54% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.22% | 16.40% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.89% | 16.48% | +3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 16.80% | +4.17% |