CCSMX vs. BARIX
Compare and contrast key facts about Conestoga SMid Cap Fund (CCSMX) and Baron Asset Fund Institutional Class (BARIX).
CCSMX is managed by Conestoga Capital Advisors. It was launched on Jan 21, 2014. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
CCSMX vs. BARIX - Performance Comparison
Loading graphics...
CCSMX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCSMX Conestoga SMid Cap Fund | -12.22% | -5.91% | 10.44% | 25.77% | -29.47% | 15.26% | 28.44% | 33.48% | -0.09% | 34.11% |
BARIX Baron Asset Fund Institutional Class | -9.30% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
In the year-to-date period, CCSMX achieves a -12.22% return, which is significantly lower than BARIX's -9.30% return. Over the past 10 years, CCSMX has underperformed BARIX with an annualized return of 9.27%, while BARIX has yielded a comparatively higher 10.43% annualized return.
CCSMX
- 1D
- 0.05%
- 1M
- -10.63%
- YTD
- -12.22%
- 6M
- -14.84%
- 1Y
- -12.12%
- 3Y*
- 1.50%
- 5Y*
- -1.78%
- 10Y*
- 9.27%
BARIX
- 1D
- 0.01%
- 1M
- -7.56%
- YTD
- -9.30%
- 6M
- -2.18%
- 1Y
- 1.03%
- 3Y*
- 6.54%
- 5Y*
- 1.73%
- 10Y*
- 10.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CCSMX vs. BARIX - Expense Ratio Comparison
CCSMX has a 1.10% expense ratio, which is higher than BARIX's 1.03% expense ratio.
Return for Risk
CCSMX vs. BARIX — Risk / Return Rank
CCSMX
BARIX
CCSMX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga SMid Cap Fund (CCSMX) and Baron Asset Fund Institutional Class (BARIX). 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.
| CCSMX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.60 | 0.14 | -0.74 |
Sortino ratioReturn per unit of downside risk | -0.79 | 0.36 | -1.15 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.05 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | 0.09 | -0.83 |
Martin ratioReturn relative to average drawdown | -2.18 | 0.23 | -2.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CCSMX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.60 | 0.14 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.09 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.53 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.64 | -0.31 |
Correlation
The correlation between CCSMX and BARIX is 0.90, 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
CCSMX vs. BARIX - Dividend Comparison
CCSMX's dividend yield for the trailing twelve months is around 2.48%, less than BARIX's 11.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCSMX Conestoga SMid Cap Fund | 2.48% | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.33% | 1.04% | 0.33% | 0.00% | 0.00% |
BARIX Baron Asset Fund Institutional Class | 11.67% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
CCSMX vs. BARIX - Drawdown Comparison
The maximum CCSMX drawdown since its inception was -37.34%, roughly equal to the maximum BARIX drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for CCSMX and BARIX.
Loading graphics...
Drawdown Indicators
| CCSMX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.34% | -37.44% | +0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -18.40% | -11.12% | -7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.34% | -37.44% | +0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -37.34% | -37.44% | +0.10% |
Current DrawdownCurrent decline from peak | -24.97% | -10.67% | -14.30% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -6.74% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.25% | 4.37% | +1.88% |
Volatility
CCSMX vs. BARIX - Volatility Comparison
Conestoga SMid Cap Fund (CCSMX) has a higher volatility of 4.93% compared to Baron Asset Fund Institutional Class (BARIX) at 3.35%. This indicates that CCSMX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CCSMX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 3.35% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 11.71% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.21% | 18.99% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 19.65% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.35% | 19.83% | +0.52% |