BSCFX vs. FDGRX
BSCFX (Baron Small Cap Fund) and FDGRX (Fidelity Growth Company Fund) are both mutual funds - BSCFX is a Small Cap Growth Equities fund managed by Baron Capital, while FDGRX is a Large Cap Growth Equities fund actively managed by Fidelity. Over the past 10 years, BSCFX returned 10.22%/yr vs 21.70%/yr for FDGRX. Their correlation of 0.82 means they have usually moved in the same direction. BSCFX charges 1.29%/yr vs 0.52%/yr for FDGRX.
Performance
BSCFX vs. FDGRX - Performance Comparison
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Returns By Period
In the year-to-date period, BSCFX achieves a 0.94% return, which is significantly lower than FDGRX's 15.87% return. Over the past 10 years, BSCFX has underperformed FDGRX with an annualized return of 10.22%, while FDGRX has yielded a comparatively higher 21.70% annualized return.
BSCFX
- 1D
- 0.40%
- 1M
- -3.68%
- 6M
- 0.68%
- YTD
- 0.94%
- 1Y
- -0.88%
- 3Y*
- 6.09%
- 5Y*
- 0.49%
- 10Y*
- 10.22%
- ALL TIME*
- 9.00%
FDGRX
- 1D
- 0.75%
- 1M
- -3.79%
- 6M
- 11.98%
- YTD
- 15.87%
- 1Y
- 28.74%
- 3Y*
- 25.82%
- 5Y*
- 14.14%
- 10Y*
- 21.70%
- ALL TIME*
- 14.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BSCFX Baron Small Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BSCFX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.94% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
FDGRX Fidelity Growth Company Fund | 15.87% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Correlation
The correlation between BSCFX and FDGRX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 1997 | 0.82 |
Over the past year, the correlation between BSCFX and FDGRX has dropped to 0.49 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
BSCFX vs. FDGRX — Risk / Return Rank
BSCFX
FDGRX
BSCFX vs. FDGRX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSCFX | FDGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.22 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.06 | -2.21 |
| Martin ratioReturn relative to average drawdown | -0.37 | 6.88 | -7.25 |
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Drawdowns
BSCFX vs. FDGRX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for BSCFX and FDGRX.
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Drawdown Indicators
| BSCFX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -71.62% | +16.03% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -12.60% | -2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -26.91% | -26.19% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -40.25% | +2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -40.25% | +0.67% |
Current DrawdownCurrent decline from peak | -8.41% | -6.37% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -15.86% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 3.76% | +2.20% |
Volatility
BSCFX vs. FDGRX - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 4.64%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.23%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 6.23% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 15.90% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 20.63% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.44% | 24.25% | -1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 23.50% | -1.12% |
BSCFX vs. FDGRX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than FDGRX's 0.52% expense ratio.
Dividends
BSCFX vs. FDGRX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 9.84%, while FDGRX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 9.84% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Frequently Asked Questions
BSCFX and FDGRX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDGRX has higher volatility (6.23%) compared to BSCFX (4.64%). In terms of maximum drawdown, BSCFX dropped -55.59% vs FDGRX's -71.62%.
FDGRX currently has the higher Sharpe Ratio (1.26 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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