GABGX vs. BGRFX

In the year-to-date period, GABGX achieves a -6.15% return, which is significantly higher than BGRFX's -8.55% return. Over the past 10 years, GABGX has outperformed BGRFX with an annualized return of 7.44%, while BGRFX has yielded a comparatively lower 0.98% annualized return.

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GABGX has a 1.34% expense ratio, which is higher than BGRFX's 1.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Fund (GABGX) and Baron Growth Fund (BGRFX). 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.

The current GABGX Sharpe Ratio is 0.34, which is higher than the BGRFX Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of GABGX and BGRFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither GABGX nor BGRFX has paid dividends to shareholders.

The maximum GABGX drawdown since its inception was -69.52%, which is greater than BGRFX's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for GABGX and BGRFX. For additional features, visit the drawdowns tool.

Gabelli Growth Fund (GABGX) has a higher volatility of 15.70% compared to Baron Growth Fund (BGRFX) at 13.03%. This indicates that GABGX's price experiences larger fluctuations and is considered to be riskier than BGRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.