BMCAX vs. BPTRX
Compare and contrast key facts about BlackRock Advantage Large Cap Growth Fund (BMCAX) and Baron Partners Fund (BPTRX).
BMCAX is managed by BlackRock. It was launched on Aug 26, 1986. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
BMCAX vs. BPTRX - Performance Comparison
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BMCAX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | -8.04% | 21.40% | 32.28% | 39.38% | -30.37% | 26.61% | 31.89% | 33.39% | -2.87% | 22.57% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, BMCAX achieves a -8.04% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, BMCAX has underperformed BPTRX with an annualized return of 15.52%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
BMCAX
- 1D
- 3.75%
- 1M
- -5.18%
- YTD
- -8.04%
- 6M
- -6.47%
- 1Y
- 22.41%
- 3Y*
- 21.99%
- 5Y*
- 12.04%
- 10Y*
- 15.52%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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BMCAX vs. BPTRX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
BMCAX vs. BPTRX — Risk / Return Rank
BMCAX
BPTRX
BMCAX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and Baron Partners Fund (BPTRX). 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.
| BMCAX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.29 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.38 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.85 | -1.26 |
Martin ratioReturn relative to average drawdown | 5.41 | 10.35 | -4.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMCAX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.29 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.32 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.10 |
Correlation
The correlation between BMCAX and BPTRX is 0.66, 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
BMCAX vs. BPTRX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 7.54%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 7.54% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
BMCAX vs. BPTRX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.55%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for BMCAX and BPTRX.
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Drawdown Indicators
| BMCAX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -64.11% | +5.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -14.79% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -49.87% | +16.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -51.26% | +17.42% |
Current DrawdownCurrent decline from peak | -11.52% | -8.65% | -2.87% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -13.82% | +4.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 4.08% | +0.25% |
Volatility
BMCAX vs. BPTRX - Volatility Comparison
BlackRock Advantage Large Cap Growth Fund (BMCAX) has a higher volatility of 6.80% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that BMCAX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMCAX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 4.78% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 22.21% | -9.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 33.35% | -10.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 33.90% | -12.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 32.72% | -11.65% |