BPTIX vs. ONGAX
Compare and contrast key facts about Baron Partners Fund Institutional Class (BPTIX) and JPMorgan Investor Growth Fund Class A (ONGAX).
BPTIX is managed by Baron Capital Group. ONGAX is an actively managed fund by JPMorgan. It was launched on Oct 12, 1996.
Performance
BPTIX vs. ONGAX - Performance Comparison
Loading graphics...
BPTIX vs. ONGAX - 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% |
ONGAX JPMorgan Investor Growth Fund Class A | -5.13% | 16.60% | 13.64% | 20.41% | -16.15% | 17.21% | 19.89% | 24.94% | -8.95% | 21.12% |
Returns By Period
In the year-to-date period, BPTIX achieves a -7.28% return, which is significantly lower than ONGAX's -5.13% return. Over the past 10 years, BPTIX has outperformed ONGAX with an annualized return of 23.89%, while ONGAX has yielded a comparatively lower 10.34% 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%
ONGAX
- 1D
- -0.18%
- 1M
- -8.03%
- YTD
- -5.13%
- 6M
- -3.44%
- 1Y
- 12.07%
- 3Y*
- 12.66%
- 5Y*
- 7.07%
- 10Y*
- 10.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPTIX vs. ONGAX - Expense Ratio Comparison
BPTIX has a 1.99% expense ratio, which is higher than ONGAX's 0.97% expense ratio.
Return for Risk
BPTIX vs. ONGAX — Risk / Return Rank
BPTIX
ONGAX
BPTIX vs. ONGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund Institutional Class (BPTIX) and JPMorgan Investor Growth Fund Class A (ONGAX). 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 | ONGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.83 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.25 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.03 | +1.44 |
Martin ratioReturn relative to average drawdown | 9.08 | 4.53 | +4.55 |
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
| BPTIX | ONGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.83 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.50 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.68 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.49 | +0.23 |
Correlation
The correlation between BPTIX and ONGAX is 0.80, 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. ONGAX - Dividend Comparison
BPTIX's dividend yield for the trailing twelve months is around 3.46%, less than ONGAX's 3.53% 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% |
ONGAX JPMorgan Investor Growth Fund Class A | 3.53% | 3.43% | 3.18% | 3.26% | 8.35% | 3.80% | 7.02% | 8.04% | 8.36% | 8.72% | 5.62% | 6.53% |
Drawdowns
BPTIX vs. ONGAX - Drawdown Comparison
The maximum BPTIX drawdown since its inception was -51.26%, roughly equal to the maximum ONGAX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for BPTIX and ONGAX.
Loading graphics...
Drawdown Indicators
| BPTIX | ONGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.26% | -49.19% | -2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -10.38% | -4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -49.72% | -23.57% | -26.15% |
Max Drawdown (10Y)Largest decline over 10 years | -51.26% | -31.35% | -19.91% |
Current DrawdownCurrent decline from peak | -10.47% | -8.75% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -7.81% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 2.35% | +1.67% |
Volatility
BPTIX vs. ONGAX - Volatility Comparison
The current volatility for Baron Partners Fund Institutional Class (BPTIX) is 4.13%, while JPMorgan Investor Growth Fund Class A (ONGAX) has a volatility of 4.50%. This indicates that BPTIX experiences smaller price fluctuations and is considered to be less risky than ONGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPTIX | ONGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.50% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 22.13% | 8.30% | +13.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.37% | 14.80% | +18.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 14.07% | +19.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.72% | 15.30% | +17.42% |