BSCFX vs. FVLKX

In the year-to-date period, BSCFX achieves a -4.17% return, which is significantly higher than FVLKX's -4.55% return. Over the past 10 years, BSCFX has outperformed FVLKX with an annualized return of 9.30%, while FVLKX has yielded a comparatively lower 8.32% annualized return.

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BSCFX has a 1.29% expense ratio, which is higher than FVLKX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Fidelity Value Fund Class K (FVLKX). 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 0.11, which is higher than the FVLKX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of BSCFX and FVLKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSCFX's dividend yield for the trailing twelve months is around 14.57%, less than FVLKX's 17.89% yield.

The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum FVLKX drawdown of -62.82%. Use the drawdown chart below to compare losses from any high point for BSCFX and FVLKX.

The current volatility for Baron Small Cap Fund (BSCFX) is 5.88%, while Fidelity Value Fund Class K (FVLKX) has a volatility of 6.30%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than FVLKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.