BSCFX vs. FDGRX

Over the past 10 years, BSCFX has underperformed FDGRX with an annualized return of -0.91%, while FDGRX has yielded a comparatively higher 13.16% annualized return.

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BSCFX has a 1.29% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

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.

The current BSCFX Sharpe Ratio is 0.02, which is lower than the FDGRX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of BSCFX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BSCFX nor FDGRX has paid dividends to shareholders.

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.

Baron Small Cap Fund (BSCFX) has a higher volatility of 14.53% compared to Fidelity Growth Company Fund (FDGRX) at 5.10%. 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.