BWBIX vs. CSIFX
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and Calvert Balanced Fund (CSIFX).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982.
Performance
BWBIX vs. CSIFX - Performance Comparison
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BWBIX vs. CSIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | -9.86% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
CSIFX Calvert Balanced Fund | -6.68% | 11.32% | 18.96% | 16.35% | -15.33% | 14.30% | 15.43% | 23.71% | -3.55% |
Returns By Period
In the year-to-date period, BWBIX achieves a -9.86% return, which is significantly lower than CSIFX's -6.68% return.
BWBIX
- 1D
- -0.10%
- 1M
- -8.51%
- YTD
- -9.86%
- 6M
- -5.37%
- 1Y
- 7.86%
- 3Y*
- 10.63%
- 5Y*
- 2.69%
- 10Y*
- —
CSIFX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -6.68%
- 6M
- -4.68%
- 1Y
- 6.76%
- 3Y*
- 11.15%
- 5Y*
- 6.46%
- 10Y*
- 8.50%
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BWBIX vs. CSIFX - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is lower than CSIFX's 0.91% expense ratio.
Return for Risk
BWBIX vs. CSIFX — Risk / Return Rank
BWBIX
CSIFX
BWBIX vs. CSIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) and Calvert Balanced Fund (CSIFX). 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 | CSIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.63 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.96 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 0.75 | -0.28 |
Martin ratioReturn relative to average drawdown | 1.76 | 2.98 | -1.22 |
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 | CSIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.63 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.60 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.67 | -0.20 |
Correlation
The correlation between BWBIX and CSIFX is 0.87, 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. CSIFX - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 8.44%, more than CSIFX's 4.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 8.44% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
CSIFX Calvert Balanced Fund | 4.79% | 4.76% | 5.23% | 2.37% | 2.32% | 7.61% | 2.43% | 3.45% | 5.25% | 7.41% | 2.68% | 12.56% |
Drawdowns
BWBIX vs. CSIFX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, roughly equal to the maximum CSIFX drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for BWBIX and CSIFX.
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Drawdown Indicators
| BWBIX | CSIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.14% | -38.68% | -0.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -7.98% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.14% | -19.95% | -19.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.77% | — |
Current DrawdownCurrent decline from peak | -11.65% | -7.98% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -5.32% | -6.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.00% | +1.35% |
Volatility
BWBIX vs. CSIFX - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 4.45% compared to Calvert Balanced Fund (CSIFX) at 3.40%. This indicates that BWBIX's price experiences larger fluctuations and is considered to be riskier than CSIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWBIX | CSIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 3.40% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.07% | 6.36% | +4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.80% | 11.40% | +8.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.17% | 10.84% | +10.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.30% | 11.01% | +12.29% |