BIGFX vs. BFGFX
Compare and contrast key facts about Baron International Growth Fund (BIGFX) and Baron Focused Growth Fund (BFGFX).
BIGFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2008. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Performance
BIGFX vs. BFGFX - Performance Comparison
Loading graphics...
BIGFX vs. BFGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGFX Baron International Growth Fund | -1.11% | 20.80% | 4.11% | 7.33% | -27.47% | 9.63% | 30.52% | 29.06% | -17.88% | 36.95% |
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
Returns By Period
In the year-to-date period, BIGFX achieves a -1.11% return, which is significantly higher than BFGFX's -5.05% return. Over the past 10 years, BIGFX has underperformed BFGFX with an annualized return of 7.59%, while BFGFX has yielded a comparatively higher 20.15% annualized return.
BIGFX
- 1D
- 3.52%
- 1M
- -7.84%
- YTD
- -1.11%
- 6M
- -4.80%
- 1Y
- 18.34%
- 3Y*
- 8.80%
- 5Y*
- 0.40%
- 10Y*
- 7.59%
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIGFX vs. BFGFX - Expense Ratio Comparison
BIGFX has a 1.20% expense ratio, which is lower than BFGFX's 1.32% expense ratio.
Return for Risk
BIGFX vs. BFGFX — Risk / Return Rank
BIGFX
BFGFX
BIGFX vs. BFGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron International Growth Fund (BIGFX) and Baron Focused Growth Fund (BFGFX). 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.
| BIGFX | BFGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.13 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.99 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.29 | -0.88 |
Martin ratioReturn relative to average drawdown | 4.68 | 8.56 | -3.88 |
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
| BIGFX | BFGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.13 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.45 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.84 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.69 | -0.17 |
Correlation
The correlation between BIGFX and BFGFX is 0.69, 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
BIGFX vs. BFGFX - Dividend Comparison
BIGFX's dividend yield for the trailing twelve months is around 0.86%, while BFGFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGFX Baron International Growth Fund | 0.86% | 0.85% | 0.80% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% |
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
Drawdowns
BIGFX vs. BFGFX - Drawdown Comparison
The maximum BIGFX drawdown since its inception was -41.12%, smaller than the maximum BFGFX drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for BIGFX and BFGFX.
Loading graphics...
Drawdown Indicators
| BIGFX | BFGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -59.52% | +18.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -11.95% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -41.12% | -35.93% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -43.62% | +2.50% |
Current DrawdownCurrent decline from peak | -9.63% | -7.56% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -12.43% | +2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.19% | +0.64% |
Volatility
BIGFX vs. BFGFX - Volatility Comparison
Baron International Growth Fund (BIGFX) has a higher volatility of 8.57% compared to Baron Focused Growth Fund (BFGFX) at 4.99%. This indicates that BIGFX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIGFX | BFGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 4.99% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 15.79% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 23.03% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 22.57% | -5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 23.96% | -6.86% |