BSCFX vs. FDGRX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Fidelity Growth Company Fund (FDGRX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or FDGRX.
Key characteristics
| BSCFX | FDGRX | |
|---|---|---|
| YTD Return | 21.78% | 36.72% |
| 1Y Return | 37.76% | 44.07% |
| 3Y Return (Ann) | -5.93% | 0.86% |
| 5Y Return (Ann) | 3.63% | 16.22% |
| 10Y Return (Ann) | 0.51% | 13.43% |
| Sharpe Ratio | 2.12 | 2.42 |
| Sortino Ratio | 2.95 | 3.10 |
| Omega Ratio | 1.36 | 1.43 |
| Calmar Ratio | 0.99 | 1.56 |
| Martin Ratio | 10.67 | 12.10 |
| Ulcer Index | 3.72% | 3.86% |
| Daily Std Dev | 18.68% | 19.32% |
| Max Drawdown | -58.53% | -71.50% |
| Current Drawdown | -17.38% | -0.16% |
Correlation
The correlation between BSCFX and FDGRX is 0.82, 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.
Performance
BSCFX vs. FDGRX - Performance Comparison
In the year-to-date period, BSCFX achieves a 21.78% return, which is significantly lower than FDGRX's 36.72% return. Over the past 10 years, BSCFX has underperformed FDGRX with an annualized return of 0.51%, while FDGRX has yielded a comparatively higher 13.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BSCFX vs. FDGRX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
BSCFX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Fidelity Growth Company Fund (FDGRX). 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.
Dividends
BSCFX vs. FDGRX - Dividend Comparison
Neither BSCFX nor FDGRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
BSCFX vs. FDGRX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -58.53%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for BSCFX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. FDGRX - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 6.02% compared to Fidelity Growth Company Fund (FDGRX) at 5.25%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.