BIOPX vs. VTMGX
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. VTMGX is managed by Vanguard. It was launched on Aug 17, 1999.
Performance
BIOPX vs. VTMGX - Performance Comparison
Loading graphics...
BIOPX vs. VTMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | -8.95% | 19.44% | 39.87% | 49.55% | -42.96% | 11.90% | 88.78% | 40.34% | 8.06% | 40.58% |
VTMGX Vanguard Developed Markets Index Fund Admiral Shares | 2.46% | 35.17% | 3.03% | 17.65% | -15.33% | 11.39% | 10.25% | 22.04% | -14.48% | 26.39% |
Returns By Period
In the year-to-date period, BIOPX achieves a -8.95% return, which is significantly lower than VTMGX's 2.46% return. Over the past 10 years, BIOPX has outperformed VTMGX with an annualized return of 19.59%, while VTMGX has yielded a comparatively lower 9.31% annualized return.
BIOPX
- 1D
- 3.58%
- 1M
- -4.64%
- YTD
- -8.95%
- 6M
- -5.34%
- 1Y
- 22.42%
- 3Y*
- 24.52%
- 5Y*
- 7.16%
- 10Y*
- 19.59%
VTMGX
- 1D
- 2.96%
- 1M
- -7.62%
- YTD
- 2.46%
- 6M
- 7.79%
- 1Y
- 29.28%
- 3Y*
- 15.95%
- 5Y*
- 8.51%
- 10Y*
- 9.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIOPX vs. VTMGX - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than VTMGX's 0.07% expense ratio.
Return for Risk
BIOPX vs. VTMGX — Risk / Return Rank
BIOPX
VTMGX
BIOPX vs. VTMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Vanguard Developed Markets Index Fund Admiral Shares (VTMGX). 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.
| BIOPX | VTMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.79 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.35 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.44 | -0.79 |
Martin ratioReturn relative to average drawdown | 5.38 | 9.56 | -4.18 |
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
| BIOPX | VTMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.79 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.55 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.57 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.29 | +0.09 |
Correlation
The correlation between BIOPX and VTMGX is 0.64, 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
BIOPX vs. VTMGX - Dividend Comparison
BIOPX's dividend yield for the trailing twelve months is around 4.65%, more than VTMGX's 2.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | 4.65% | 4.24% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% |
VTMGX Vanguard Developed Markets Index Fund Admiral Shares | 2.92% | 3.20% | 3.34% | 3.14% | 2.88% | 3.14% | 2.02% | 3.03% | 3.33% | 2.77% | 3.06% | 2.91% |
Drawdowns
BIOPX vs. VTMGX - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.91%, which is greater than VTMGX's maximum drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for BIOPX and VTMGX.
Loading graphics...
Drawdown Indicators
| BIOPX | VTMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.91% | -60.58% | -7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -11.67% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -51.45% | -29.71% | -21.74% |
Max Drawdown (10Y)Largest decline over 10 years | -51.45% | -35.68% | -15.77% |
Current DrawdownCurrent decline from peak | -11.09% | -9.01% | -2.08% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -14.74% | -2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.97% | +1.36% |
Volatility
BIOPX vs. VTMGX - Volatility Comparison
The current volatility for Baron Opportunity Fund (BIOPX) is 6.73%, while Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) has a volatility of 7.83%. This indicates that BIOPX experiences smaller price fluctuations and is considered to be less risky than VTMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIOPX | VTMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 7.83% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.24% | 11.28% | +2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 16.68% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.84% | 15.65% | +11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.84% | 16.45% | +8.39% |