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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRIX or RERGX.
Correlation
The correlation between BGRIX and RERGX is 0.78, 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
BGRIX vs. RERGX - Performance Comparison
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Key characteristics
BGRIX:
-0.45
RERGX:
0.38
BGRIX:
-0.42
RERGX:
0.66
BGRIX:
0.94
RERGX:
1.09
BGRIX:
-0.24
RERGX:
0.34
BGRIX:
-0.77
RERGX:
1.53
BGRIX:
11.98%
RERGX:
4.48%
BGRIX:
22.16%
RERGX:
16.64%
BGRIX:
-41.12%
RERGX:
-37.30%
BGRIX:
-30.60%
RERGX:
-2.54%
Returns By Period
In the year-to-date period, BGRIX achieves a -3.54% return, which is significantly lower than RERGX's 11.73% return. Over the past 10 years, BGRIX has underperformed RERGX with an annualized return of 1.92%, while RERGX has yielded a comparatively higher 5.73% annualized return.
BGRIX
-3.54%
6.70%
-14.65%
-9.85%
1.52%
2.81%
1.92%
RERGX
11.73%
11.64%
9.94%
6.31%
9.90%
9.32%
5.73%
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BGRIX vs. RERGX - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
BGRIX vs. RERGX — Risk-Adjusted Performance Rank
BGRIX
RERGX
BGRIX vs. RERGX - Risk-Adjusted Performance 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.
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Dividends
BGRIX vs. RERGX - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 11.71%, more than RERGX's 6.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | 11.71% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.40% | 4.40% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 6.33% | 7.08% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.99% | 1.64% | 3.43% | 1.75% |
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. For additional features, visit the drawdowns tool.
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Volatility
BGRIX vs. RERGX - Volatility Comparison
Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 5.14% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.25%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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