FCAZX vs. BWBIX
Compare and contrast key facts about Franklin Corefolio Allocation Fund (FCAZX) and Baron WealthBuilder Fund (BWBIX).
FCAZX is managed by Franklin Templeton. It was launched on Aug 14, 2003. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
FCAZX vs. BWBIX - Performance Comparison
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FCAZX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCAZX Franklin Corefolio Allocation Fund | -5.44% | 14.61% | 16.27% | 25.65% | -20.52% | 16.05% | 18.51% | 26.08% | -10.81% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, FCAZX achieves a -5.44% return, which is significantly higher than BWBIX's -7.42% return.
FCAZX
- 1D
- 3.05%
- 1M
- -6.42%
- YTD
- -5.44%
- 6M
- -4.05%
- 1Y
- 11.39%
- 3Y*
- 13.74%
- 5Y*
- 6.85%
- 10Y*
- 10.12%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
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FCAZX vs. BWBIX - Expense Ratio Comparison
FCAZX has a 0.16% expense ratio, which is higher than BWBIX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FCAZX vs. BWBIX — Risk / Return Rank
FCAZX
BWBIX
FCAZX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Corefolio Allocation Fund (FCAZX) and Baron WealthBuilder Fund (BWBIX). 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.
| FCAZX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.54 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.11 | 0.95 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.13 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.86 | +0.15 |
Martin ratioReturn relative to average drawdown | 4.10 | 3.22 | +0.89 |
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
| FCAZX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.54 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.14 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.49 | +0.10 |
Correlation
The correlation between FCAZX and BWBIX 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
FCAZX vs. BWBIX - Dividend Comparison
FCAZX's dividend yield for the trailing twelve months is around 7.95%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAZX Franklin Corefolio Allocation Fund | 7.95% | 7.51% | 7.25% | 4.44% | 8.39% | 3.94% | 7.30% | 8.49% | 6.14% | 3.09% | 4.63% | 5.17% |
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% |
Drawdowns
FCAZX vs. BWBIX - Drawdown Comparison
The maximum FCAZX drawdown since its inception was -32.73%, smaller than the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for FCAZX and BWBIX.
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Drawdown Indicators
| FCAZX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -39.14% | +6.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -12.76% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -29.53% | -39.14% | +9.61% |
Max Drawdown (10Y)Largest decline over 10 years | -32.73% | — | — |
Current DrawdownCurrent decline from peak | -8.26% | -9.26% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -11.88% | +6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.41% | -0.49% |
Volatility
FCAZX vs. BWBIX - Volatility Comparison
Franklin Corefolio Allocation Fund (FCAZX) has a higher volatility of 6.01% compared to Baron WealthBuilder Fund (BWBIX) at 5.39%. This indicates that FCAZX's price experiences larger fluctuations and is considered to be riskier than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCAZX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 5.39% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 11.38% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 19.94% | -2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 21.19% | -4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 23.31% | -6.50% |