BPTIX vs. ANFFX
Compare and contrast key facts about Baron Partners Fund Institutional Class (BPTIX) and American Funds The New Economy Fund Class F-1 (ANFFX).
BPTIX is managed by Baron Capital Group. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
BPTIX vs. ANFFX - Performance Comparison
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BPTIX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | -7.28% | 24.86% | 33.09% | 43.47% | -42.39% | 31.69% | 149.45% | 47.29% | -1.75% | 31.91% |
ANFFX American Funds The New Economy Fund Class F-1 | -8.51% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Returns By Period
In the year-to-date period, BPTIX achieves a -7.28% return, which is significantly higher than ANFFX's -8.51% return. Over the past 10 years, BPTIX has outperformed ANFFX with an annualized return of 23.89%, while ANFFX has yielded a comparatively lower 13.09% annualized return.
BPTIX
- 1D
- -0.02%
- 1M
- -7.09%
- YTD
- -7.28%
- 6M
- 10.41%
- 1Y
- 40.11%
- 3Y*
- 21.44%
- 5Y*
- 10.98%
- 10Y*
- 23.89%
ANFFX
- 1D
- -1.43%
- 1M
- -11.33%
- YTD
- -8.51%
- 6M
- -0.99%
- 1Y
- 27.33%
- 3Y*
- 20.21%
- 5Y*
- 8.37%
- 10Y*
- 13.09%
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BPTIX vs. ANFFX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than ANFFX's 0.78% expense ratio.
Return for Risk
BPTIX vs. ANFFX — Risk / Return Rank
BPTIX
ANFFX
BPTIX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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.
| BPTIX | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.30 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.88 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.78 | +0.70 |
Martin ratioReturn relative to average drawdown | 9.08 | 7.66 | +1.42 |
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
| BPTIX | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.30 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.69 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.47 | +0.25 |
Correlation
The correlation between BPTIX and ANFFX 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.
Dividends
BPTIX vs. ANFFX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.46%, less than ANFFX's 10.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTIX Baron Partners Fund Institutional Class | 3.46% | 3.21% | 0.73% | 0.00% | 3.07% | 7.46% | 3.57% | 1.27% | 0.00% | 0.00% | 0.00% | 0.62% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.82% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
Drawdowns
BPTIX vs. ANFFX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, smaller than the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for BPTIX and ANFFX.
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Drawdown Indicators
| BPTIX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -55.37% | +4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -13.36% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -37.10% | -12.62% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -37.10% | -14.16% |
Current DrawdownCurrent decline from peak | -10.47% | -13.36% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -11.43% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 3.09% | +0.93% |
Volatility
BPTIX vs. ANFFX - Volatility Comparison
The current volatility for Baron Partners Fund Institutional Class (BPTIX) is 4.13%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 6.50%. This indicates that BPTIX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPTIX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 6.50% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 22.13% | 13.19% | +8.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.37% | 20.67% | +12.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 19.16% | +14.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 18.97% | +13.75% |