CFAGX vs. BFGIX
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
CFAGX vs. BFGIX - Performance Comparison
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CFAGX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | -6.89% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CFAGX having a -6.89% return and BFGIX slightly lower at -7.21%. Over the past 10 years, CFAGX has underperformed BFGIX with an annualized return of 9.44%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
CFAGX
- 1D
- -1.00%
- 1M
- -8.73%
- YTD
- -6.89%
- 6M
- -10.11%
- 1Y
- -0.23%
- 3Y*
- 5.82%
- 5Y*
- 2.61%
- 10Y*
- 9.44%
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
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CFAGX vs. BFGIX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
CFAGX vs. BFGIX — Risk / Return Rank
CFAGX
BFGIX
CFAGX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| CFAGX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 1.08 | -1.08 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.92 | -1.77 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.84 | -1.98 |
Martin ratioReturn relative to average drawdown | -0.38 | 7.02 | -7.39 |
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
| CFAGX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 1.08 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.45 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.85 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.76 | -0.41 |
Correlation
The correlation between CFAGX and BFGIX is 0.83, 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
CFAGX vs. BFGIX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 26.73%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 26.73% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
CFAGX vs. BFGIX - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, which is greater than BFGIX's maximum drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for CFAGX and BFGIX.
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Drawdown Indicators
| CFAGX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -43.62% | -17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -11.96% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -35.71% | +6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -43.62% | +9.39% |
Current DrawdownCurrent decline from peak | -12.87% | -9.66% | -3.21% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -7.89% | -7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.14% | +1.51% |
Volatility
CFAGX vs. BFGIX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 4.87% compared to Baron Focused Growth Fund Institutional Shares (BFGIX) at 4.23%. This indicates that CFAGX's price experiences larger fluctuations and is considered to be riskier than BFGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFAGX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 4.23% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 15.65% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 22.99% | -3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 22.58% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 23.95% | -5.55% |