BSCFX vs. FVLKX
BSCFX (Baron Small Cap Fund) and FVLKX (Fidelity Value Fund Class K) are both mutual funds - BSCFX is a Small Cap Growth Equities fund managed by Baron Capital, while FVLKX is a Mid Cap Value Equities fund managed by Fidelity. Over the past 10 years, BSCFX returned 10.13%/yr vs 13.10%/yr for FVLKX. Their correlation of 0.86 means they have usually moved in the same direction. BSCFX charges 1.29%/yr vs 0.71%/yr for FVLKX.
Performance
BSCFX vs. FVLKX - Performance Comparison
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Returns By Period
In the year-to-date period, BSCFX achieves a 0.54% return, which is significantly lower than FVLKX's 25.23% return. Over the past 10 years, BSCFX has underperformed FVLKX with an annualized return of 10.13%, while FVLKX has yielded a comparatively higher 13.10% annualized return.
BSCFX
- 1D
- -0.55%
- 1M
- -4.06%
- 6M
- 0.35%
- YTD
- 0.54%
- 1Y
- -1.28%
- 3Y*
- 5.89%
- 5Y*
- 0.41%
- 10Y*
- 10.13%
- ALL TIME*
- 8.98%
FVLKX
- 1D
- -0.06%
- 1M
- 2.06%
- 6M
- 18.14%
- YTD
- 25.23%
- 1Y
- 40.09%
- 3Y*
- 19.06%
- 5Y*
- 13.35%
- 10Y*
- 13.10%
- ALL TIME*
- 10.19%
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. FVLKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.54% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
FVLKX Fidelity Value Fund Class K | 25.23% | 11.37% | 14.64% | 19.65% | -8.91% | 35.38% | 9.41% | 31.92% | -17.56% | 14.09% |
Correlation
The correlation between BSCFX and FVLKX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 0.86 |
The correlation between BSCFX and FVLKX has been stable across timeframes, ranging from 0.81 to 0.86 - a consistent structural relationship.
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Return for Risk
BSCFX vs. FVLKX — Risk / Return Rank
BSCFX
FVLKX
BSCFX vs. FVLKX - Risk-Adjusted Trends Comparison
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.
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 | FVLKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -3.34 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.39 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 3.69 | -3.91 |
| Martin ratioReturn relative to average drawdown | -0.56 | 14.06 | -14.62 |
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Drawdowns
BSCFX vs. FVLKX - Drawdown Comparison
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.
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Drawdown Indicators
| BSCFX | FVLKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -62.82% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -9.86% | -5.14% |
Max Drawdown (3Y)Largest decline over 3 years | -26.91% | -31.39% | +4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -31.39% | -6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -48.62% | +9.04% |
Current DrawdownCurrent decline from peak | -8.77% | -0.92% | -7.85% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -9.34% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.97% | 2.63% | +3.34% |
Volatility
BSCFX vs. FVLKX - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 4.65% compared to Fidelity Value Fund Class K (FVLKX) at 3.31%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than FVLKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | FVLKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 3.31% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.86% | 11.67% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 16.32% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 22.95% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 23.35% | -0.97% |
BSCFX vs. FVLKX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than FVLKX's 0.71% expense ratio.
Dividends
BSCFX vs. FVLKX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 9.88%, more than FVLKX's 8.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 9.88% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
FVLKX Fidelity Value Fund Class K | 8.01% | 10.03% | 20.95% | 3.80% | 7.16% | 9.87% | 1.06% | 3.43% | 16.38% | 3.37% | 1.36% | 11.10% |
Frequently Asked Questions
BSCFX and FVLKX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCFX has higher volatility (4.65%) compared to FVLKX (3.31%). In terms of maximum drawdown, BSCFX dropped -55.59% vs FVLKX's -62.82%.
FVLKX currently has the higher Sharpe Ratio (2.24 vs -0.18), 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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