BSCFX vs. AKREX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Akre Focus Fund Retail Class (AKREX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. AKREX is managed by Akre. It was launched on Aug 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or AKREX.
Correlation
The correlation between BSCFX and AKREX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BSCFX vs. AKREX - Performance Comparison
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Key characteristics
Returns By Period
BSCFX
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AKREX
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BSCFX vs. AKREX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is lower than AKREX's 1.30% expense ratio.
Risk-Adjusted Performance
BSCFX vs. AKREX — Risk-Adjusted Performance Rank
BSCFX
AKREX
BSCFX vs. AKREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Akre Focus Fund Retail Class (AKREX). 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.
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Dividends
BSCFX vs. AKREX - Dividend Comparison
Neither BSCFX nor AKREX has paid dividends to shareholders.
Drawdowns
BSCFX vs. AKREX - Drawdown Comparison
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Volatility
BSCFX vs. AKREX - Volatility Comparison
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