BSCFX vs. RFIMX
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Ranger Micro Cap Fund (RFIMX).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. RFIMX is managed by Ranger Funds. It was launched on Jun 6, 2018.
Performance
BSCFX vs. RFIMX - Performance Comparison
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BSCFX vs. RFIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -10.87% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -1.32% |
RFIMX Ranger Micro Cap Fund | 0.96% | 1.99% | 11.52% | 9.14% | -24.26% | 30.58% | 44.44% | 24.94% | -0.56% |
Returns By Period
In the year-to-date period, BSCFX achieves a -10.87% return, which is significantly lower than RFIMX's 0.96% return.
BSCFX
- 1D
- -0.65%
- 1M
- -9.81%
- YTD
- -10.87%
- 6M
- -12.33%
- 1Y
- -2.85%
- 3Y*
- 5.04%
- 5Y*
- -0.38%
- 10Y*
- 9.67%
RFIMX
- 1D
- -1.07%
- 1M
- -6.11%
- YTD
- 0.96%
- 6M
- 1.71%
- 1Y
- 16.08%
- 3Y*
- 5.52%
- 5Y*
- 1.09%
- 10Y*
- —
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BSCFX vs. RFIMX - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is lower than RFIMX's 1.51% expense ratio.
Return for Risk
BSCFX vs. RFIMX — Risk / Return Rank
BSCFX
RFIMX
BSCFX vs. RFIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Ranger Micro Cap Fund (RFIMX). 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.
| BSCFX | RFIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 0.71 | -0.86 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.15 | -1.21 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.05 | -1.41 |
Martin ratioReturn relative to average drawdown | -1.10 | 3.64 | -4.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCFX | RFIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 0.71 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.00 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.00 | +0.40 |
Correlation
The correlation between BSCFX and RFIMX is 0.84, 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.
Dividends
BSCFX vs. RFIMX - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.66%, more than RFIMX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.66% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
RFIMX Ranger Micro Cap Fund | 1.31% | 1.33% | 0.00% | 0.77% | 47.82% | 71.79% | 0.00% | 0.00% | 0.36% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSCFX vs. RFIMX - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum RFIMX drawdown of -99.41%. Use the drawdown chart below to compare losses from any high point for BSCFX and RFIMX.
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Drawdown Indicators
| BSCFX | RFIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -99.41% | +43.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -11.77% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -99.41% | +61.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | — | — |
Current DrawdownCurrent decline from peak | -19.12% | -99.24% | +80.12% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -27.70% | +16.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.41% | +1.46% |
Volatility
BSCFX vs. RFIMX - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 5.53%, while Ranger Micro Cap Fund (RFIMX) has a volatility of 6.22%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than RFIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | RFIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 6.22% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 13.61% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 22.27% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.29% | 8,947.93% | -8,925.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 7,425.82% | -7,403.51% |