BWBIX vs. BGRIX
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and Baron Growth Fund Institutional Shares (BGRIX).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. BGRIX is managed by Baron Capital Group, Inc.. It was launched on May 29, 2009.
Performance
BWBIX vs. BGRIX - Performance Comparison
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BWBIX vs. BGRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
BGRIX Baron Growth Fund Institutional Shares | -12.06% | -14.21% | 4.90% | 14.97% | -22.35% | 20.13% | 33.10% | 40.54% | -9.35% |
Returns By Period
In the year-to-date period, BWBIX achieves a -7.42% return, which is significantly higher than BGRIX's -12.06% return.
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
BGRIX
- 1D
- 1.77%
- 1M
- -7.25%
- YTD
- -12.06%
- 6M
- -13.66%
- 1Y
- -21.19%
- 3Y*
- -5.52%
- 5Y*
- -3.81%
- 10Y*
- 7.58%
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BWBIX vs. BGRIX - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is lower than BGRIX's 1.05% expense ratio.
Return for Risk
BWBIX vs. BGRIX — Risk / Return Rank
BWBIX
BGRIX
BWBIX vs. BGRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) and Baron Growth Fund Institutional Shares (BGRIX). 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.
| BWBIX | BGRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | -1.00 | +1.55 |
Sortino ratioReturn per unit of downside risk | 0.95 | -1.38 | +2.33 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.83 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | -0.81 | +1.67 |
Martin ratioReturn relative to average drawdown | 3.22 | -1.75 | +4.96 |
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
| BWBIX | BGRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | -1.00 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.19 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.53 | -0.04 |
Correlation
The correlation between BWBIX and BGRIX is 0.89, 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
BWBIX vs. BGRIX - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 8.22%, less than BGRIX's 22.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
BGRIX Baron Growth Fund Institutional Shares | 22.42% | 19.72% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.37% |
Drawdowns
BWBIX vs. BGRIX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, roughly equal to the maximum BGRIX drawdown of -41.12%. Use the drawdown chart below to compare losses from any high point for BWBIX and BGRIX.
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Drawdown Indicators
| BWBIX | BGRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.14% | -41.12% | +1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -25.39% | +12.63% |
Max Drawdown (5Y)Largest decline over 5 years | -39.14% | -34.60% | -4.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.12% | — |
Current DrawdownCurrent decline from peak | -9.26% | -30.46% | +21.20% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -7.31% | -4.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 11.84% | -8.43% |
Volatility
BWBIX vs. BGRIX - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) and Baron Growth Fund Institutional Shares (BGRIX) have volatilities of 5.39% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWBIX | BGRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 5.53% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 13.26% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 21.22% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.19% | 19.89% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.31% | 20.97% | +2.34% |