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BSCFX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BSCFX vs. FXAIX

Last updated May 12, 2025

Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Fidelity 500 Index Fund (FXAIX).

BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. FXAIX is managed by Fidelity.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or FXAIX.

Correlation

The correlation between BSCFX and FXAIX is 1.00, 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. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Small Cap Fund (BSCFX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BSCFX:

12.15%

FXAIX:

9.68%

Max Drawdown

BSCFX:

-0.40%

FXAIX:

-0.77%

Current Drawdown

BSCFX:

-0.25%

FXAIX:

-0.06%

Returns By Period

BSCFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FXAIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BSCFX vs. FXAIX - Expense Ratio Comparison

BSCFX has a 1.29% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

BSCFX
Baron Small Cap Fund
FXAIX
Fidelity 500 Index Fund

Risk-Adjusted Performance

BSCFX vs. FXAIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BSCFX
The Risk-Adjusted Performance Rank of BSCFX is 55
Overall Rank
The Sharpe Ratio Rank of BSCFX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of BSCFX is 44
Sortino Ratio Rank
The Omega Ratio Rank of BSCFX is 55
Omega Ratio Rank
The Calmar Ratio Rank of BSCFX is 66
Calmar Ratio Rank
The Martin Ratio Rank of BSCFX is 55
Martin Ratio Rank
FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 6464
Overall Rank
The Sharpe Ratio Rank of FXAIX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSCFX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Fidelity 500 Index Fund (FXAIX). 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.

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Dividends

BSCFX vs. FXAIX - Dividend Comparison

BSCFX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.32%.

TTM20242023202220212020201920182017201620152014
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%
FXAIX
Fidelity 500 Index Fund		1.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BSCFX vs. FXAIX - Drawdown Comparison

The maximum BSCFX drawdown since its inception was -0.40%, smaller than the maximum FXAIX drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for BSCFX and FXAIX. For additional features, visit the drawdowns tool.

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Volatility

BSCFX vs. FXAIX - Volatility Comparison

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