BSCFX vs. BARAX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Baron Asset Fund (BARAX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Performance
BSCFX vs. BARAX - Performance Comparison
Loading graphics...
BSCFX vs. BARAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -7.98% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
Returns By Period
The year-to-date returns for both investments are quite close, with BSCFX having a -7.98% return and BARAX slightly higher at -7.87%. Both investments have delivered pretty close results over the past 10 years, with BSCFX having a 10.02% annualized return and BARAX not far ahead at 10.32%.
BSCFX
- 1D
- 3.24%
- 1M
- -7.50%
- YTD
- -7.98%
- 6M
- -9.58%
- 1Y
- 0.12%
- 3Y*
- 6.16%
- 5Y*
- -0.15%
- 10Y*
- 10.02%
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSCFX vs. BARAX - Expense Ratio Comparison
Both BSCFX and BARAX have an expense ratio of 1.29%.
Return for Risk
BSCFX vs. BARAX — Risk / Return Rank
BSCFX
BARAX
BSCFX vs. BARAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Baron Asset Fund (BARAX). 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.
| BSCFX | BARAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.13 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.18 | 0.35 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.04 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 0.36 | -0.37 |
Martin ratioReturn relative to average drawdown | -0.03 | 0.90 | -0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BSCFX | BARAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.13 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.07 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.52 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.49 | -0.08 |
Correlation
The correlation between BSCFX and BARAX is 0.89, 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
BSCFX vs. BARAX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.33%, less than BARAX's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.33% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
Drawdowns
BSCFX vs. BARAX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum BARAX drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for BSCFX and BARAX.
Loading graphics...
Drawdown Indicators
| BSCFX | BARAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -59.71% | +4.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -11.12% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -37.53% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -37.53% | -2.05% |
Current DrawdownCurrent decline from peak | -16.50% | -9.28% | -7.22% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -11.44% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.44% | +0.49% |
Volatility
BSCFX vs. BARAX - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 6.57% compared to Baron Asset Fund (BARAX) at 3.90%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BSCFX | BARAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 3.90% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 11.83% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 19.02% | +3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 19.56% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 19.79% | +2.54% |