BSCFX vs. BGAIX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Baron Global Advantage Fund (BGAIX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. BGAIX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2012.
Performance
BSCFX vs. BGAIX - Performance Comparison
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BSCFX vs. BGAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -10.87% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
BGAIX Baron Global Advantage Fund | -7.87% | 27.53% | 26.42% | 25.56% | -51.56% | 0.90% | 79.46% | 45.45% | -3.66% | 49.82% |
Returns By Period
In the year-to-date period, BSCFX achieves a -10.87% return, which is significantly lower than BGAIX's -7.87% return. Over the past 10 years, BSCFX has underperformed BGAIX with an annualized return of 9.67%, while BGAIX has yielded a comparatively higher 13.55% annualized return.
BSCFX
- 1D
- -0.65%
- 1M
- -9.81%
- YTD
- -10.87%
- 6M
- -12.33%
- 1Y
- -2.85%
- 3Y*
- 5.04%
- 5Y*
- -0.38%
- 10Y*
- 9.67%
BGAIX
- 1D
- -0.66%
- 1M
- -6.21%
- YTD
- -7.87%
- 6M
- -1.87%
- 1Y
- 29.67%
- 3Y*
- 19.45%
- 5Y*
- -1.47%
- 10Y*
- 13.55%
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BSCFX vs. BGAIX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than BGAIX's 0.90% expense ratio.
Return for Risk
BSCFX vs. BGAIX — Risk / Return Rank
BSCFX
BGAIX
BSCFX vs. BGAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Baron Global Advantage Fund (BGAIX). 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 | BGAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 1.10 | -1.25 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.81 | -1.87 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.24 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.12 | -2.47 |
Martin ratioReturn relative to average drawdown | -1.10 | 7.09 | -8.19 |
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
| BSCFX | BGAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 1.10 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | -0.05 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.51 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.50 | -0.09 |
Correlation
The correlation between BSCFX and BGAIX is 0.79, 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. BGAIX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.66%, more than BGAIX's 0.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.66% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
BGAIX Baron Global Advantage Fund | 0.21% | 0.19% | 0.00% | 0.00% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% |
Drawdowns
BSCFX vs. BGAIX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum BGAIX drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for BSCFX and BGAIX.
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Drawdown Indicators
| BSCFX | BGAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -61.14% | +5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -11.50% | -3.50% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -61.14% | +23.20% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -61.14% | +21.56% |
Current DrawdownCurrent decline from peak | -19.12% | -25.00% | +5.88% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -17.04% | +5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.43% | +1.44% |
Volatility
BSCFX vs. BGAIX - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 5.53%, while Baron Global Advantage Fund (BGAIX) has a volatility of 5.86%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than BGAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | BGAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 5.86% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 16.35% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 25.25% | -2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.29% | 30.29% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 26.66% | -4.35% |