BWBIX vs. MAPOX
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and Mairs & Power Balanced Fund (MAPOX).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. MAPOX is managed by Mairs & Power. It was launched on Jan 9, 1961.
Performance
BWBIX vs. MAPOX - Performance Comparison
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BWBIX vs. MAPOX - 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% |
MAPOX Mairs & Power Balanced Fund | -1.77% | 6.61% | 9.60% | 13.39% | -14.99% | 14.97% | 10.49% | 20.33% | -1.28% |
Returns By Period
In the year-to-date period, BWBIX achieves a -7.42% return, which is significantly lower than MAPOX's -1.77% return.
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
MAPOX
- 1D
- 1.48%
- 1M
- -4.93%
- YTD
- -1.77%
- 6M
- -1.70%
- 1Y
- 4.70%
- 3Y*
- 8.18%
- 5Y*
- 3.74%
- 10Y*
- 6.92%
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BWBIX vs. MAPOX - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is lower than MAPOX's 0.69% expense ratio.
Return for Risk
BWBIX vs. MAPOX — Risk / Return Rank
BWBIX
MAPOX
BWBIX vs. MAPOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) and Mairs & Power Balanced Fund (MAPOX). 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 | MAPOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.46 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.71 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.73 | +0.13 |
Martin ratioReturn relative to average drawdown | 3.22 | 2.61 | +0.61 |
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 | MAPOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.36 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.02 | +0.47 |
Correlation
The correlation between BWBIX and MAPOX is 0.81, 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. MAPOX - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 8.22%, more than MAPOX's 3.07% 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% |
MAPOX Mairs & Power Balanced Fund | 3.07% | 2.90% | 2.01% | 3.64% | 6.96% | 3.48% | 4.37% | 4.58% | 5.30% | 3.80% | 2.96% | 4.23% |
Drawdowns
BWBIX vs. MAPOX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, smaller than the maximum MAPOX drawdown of -69.72%. Use the drawdown chart below to compare losses from any high point for BWBIX and MAPOX.
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Drawdown Indicators
| BWBIX | MAPOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.14% | -69.72% | +30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -7.27% | -5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -39.14% | -21.48% | -17.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.80% | — |
Current DrawdownCurrent decline from peak | -9.26% | -5.24% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -21.25% | +9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.03% | +1.38% |
Volatility
BWBIX vs. MAPOX - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 5.39% compared to Mairs & Power Balanced Fund (MAPOX) at 3.33%. This indicates that BWBIX's price experiences larger fluctuations and is considered to be riskier than MAPOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWBIX | MAPOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 3.33% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 5.83% | +5.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 10.24% | +9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.19% | 10.44% | +10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.31% | 11.12% | +12.19% |