CLSPX vs. BFGFX
Compare and contrast key facts about Columbia Select Mid Cap Growth Fund (CLSPX) and Baron Focused Growth Fund (BFGFX).
CLSPX is managed by Columbia. It was launched on Nov 20, 1985. BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008.
Performance
CLSPX vs. BFGFX - Performance Comparison
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CLSPX vs. BFGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | -7.47% | 15.16% | 23.97% | 25.25% | -31.25% | 16.39% | 35.43% | 35.25% | -5.22% | 22.86% |
BFGFX Baron Focused Growth Fund | -7.28% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
Returns By Period
The year-to-date returns for both investments are quite close, with CLSPX having a -7.47% return and BFGFX slightly higher at -7.28%. Over the past 10 years, CLSPX has underperformed BFGFX with an annualized return of 11.32%, while BFGFX has yielded a comparatively higher 19.86% annualized return.
CLSPX
- 1D
- -2.02%
- 1M
- -11.48%
- YTD
- -7.47%
- 6M
- -10.69%
- 1Y
- 18.53%
- 3Y*
- 14.17%
- 5Y*
- 5.24%
- 10Y*
- 11.32%
BFGFX
- 1D
- 0.02%
- 1M
- -7.79%
- YTD
- -7.28%
- 6M
- 4.10%
- 1Y
- 22.91%
- 3Y*
- 17.72%
- 5Y*
- 9.71%
- 10Y*
- 19.86%
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CLSPX vs. BFGFX - Expense Ratio Comparison
CLSPX has a 0.86% expense ratio, which is lower than BFGFX's 1.32% expense ratio.
Return for Risk
CLSPX vs. BFGFX — Risk / Return Rank
CLSPX
BFGFX
CLSPX vs. BFGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and Baron Focused Growth Fund (BFGFX). 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.
| CLSPX | BFGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.07 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.90 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.82 | -0.68 |
Martin ratioReturn relative to average drawdown | 3.80 | 6.88 | -3.08 |
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
| CLSPX | BFGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.07 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.43 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.83 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Correlation
The correlation between CLSPX and BFGFX is 0.74, 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
CLSPX vs. BFGFX - Dividend Comparison
CLSPX's dividend yield for the trailing twelve months is around 12.96%, while BFGFX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 12.96% | 11.99% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% |
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
Drawdowns
CLSPX vs. BFGFX - Drawdown Comparison
The maximum CLSPX drawdown since its inception was -68.54%, which is greater than BFGFX's maximum drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for CLSPX and BFGFX.
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Drawdown Indicators
| CLSPX | BFGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.54% | -59.52% | -9.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -11.95% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -35.93% | -7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -43.62% | +0.27% |
Current DrawdownCurrent decline from peak | -13.64% | -9.72% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -12.43% | -3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 3.16% | +0.91% |
Volatility
CLSPX vs. BFGFX - Volatility Comparison
Columbia Select Mid Cap Growth Fund (CLSPX) has a higher volatility of 8.39% compared to Baron Focused Growth Fund (BFGFX) at 4.23%. This indicates that CLSPX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLSPX | BFGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 4.23% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.39% | 15.64% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.56% | 22.97% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.87% | 22.56% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.64% | 23.94% | -1.30% |