BSCFX vs. HSCSX
BSCFX (Baron Small Cap Fund) and HSCSX (Homestead Small Company Stock Fund) are both mutual funds - BSCFX is a Small Cap Growth Equities fund managed by Baron Capital, while HSCSX is a Small Cap Blend Equities fund managed by Homestead. Over the past 10 years, BSCFX returned 10.22%/yr vs 6.74%/yr for HSCSX. Their correlation of 0.83 means they have usually moved in the same direction. BSCFX charges 1.29%/yr vs 1.06%/yr for HSCSX.
Performance
BSCFX vs. HSCSX - 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 HSCSX's 8.87% return. Over the past 10 years, BSCFX has outperformed HSCSX with an annualized return of 10.22%, while HSCSX has yielded a comparatively lower 6.74% 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%
HSCSX
- 1D
- 0.52%
- 1M
- -2.70%
- 6M
- 2.72%
- YTD
- 8.87%
- 1Y
- 15.52%
- 3Y*
- 6.65%
- 5Y*
- 3.36%
- 10Y*
- 6.74%
- ALL TIME*
- 8.18%
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. HSCSX - 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% |
HSCSX Homestead Small Company Stock Fund | 8.87% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
Correlation
The correlation between BSCFX and HSCSX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 1998 | 0.83 |
The correlation between BSCFX and HSCSX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
BSCFX vs. HSCSX — Risk / Return Rank
BSCFX
HSCSX
BSCFX vs. HSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Homestead Small Company Stock Fund (HSCSX). 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 | HSCSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.34 | -1.49 |
| Martin ratioReturn relative to average drawdown | -0.37 | 4.11 | -4.48 |
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Drawdowns
BSCFX vs. HSCSX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, roughly equal to the maximum HSCSX drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for BSCFX and HSCSX.
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Drawdown Indicators
| BSCFX | HSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -55.79% | +0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -10.95% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -26.91% | -29.42% | +2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -29.42% | -8.52% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -44.64% | +5.06% |
Current DrawdownCurrent decline from peak | -8.41% | -5.29% | -3.12% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -9.27% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 3.57% | +2.39% |
Volatility
BSCFX vs. HSCSX - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 4.64% compared to Homestead Small Company Stock Fund (HSCSX) at 4.26%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than HSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | HSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.26% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 13.74% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 19.14% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.44% | 21.85% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 22.41% | -0.03% |
BSCFX vs. HSCSX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than HSCSX's 1.06% expense ratio.
Dividends
BSCFX vs. HSCSX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 9.84%, less than HSCSX's 13.31% yield.
| 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% |
HSCSX Homestead Small Company Stock Fund | 13.31% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
Frequently Asked Questions
BSCFX and HSCSX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCFX has higher volatility (4.64%) compared to HSCSX (4.26%). In terms of maximum drawdown, BSCFX dropped -55.59% vs HSCSX's -55.79%.
HSCSX currently has the higher Sharpe Ratio (0.77 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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