HSCSX vs. BSCFX
HSCSX (Homestead Small Company Stock Fund) and BSCFX (Baron Small Cap Fund) are both mutual funds - HSCSX is a Small Cap Blend Equities fund managed by Homestead, while BSCFX is a Small Cap Growth Equities fund managed by Baron Capital. Over the past 10 years, HSCSX returned 6.52%/yr vs 10.13%/yr for BSCFX. Their correlation of 0.83 means they have usually moved in the same direction. HSCSX charges 1.06%/yr vs 1.29%/yr for BSCFX.
Performance
HSCSX vs. BSCFX - Performance Comparison
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Returns By Period
In the year-to-date period, HSCSX achieves a 8.30% return, which is significantly higher than BSCFX's 0.54% return. Over the past 10 years, HSCSX has underperformed BSCFX with an annualized return of 6.52%, while BSCFX has yielded a comparatively higher 10.13% annualized return.
HSCSX
- 1D
- 0.98%
- 1M
- -3.20%
- 6M
- 2.92%
- YTD
- 8.30%
- 1Y
- 14.92%
- 3Y*
- 6.45%
- 5Y*
- 3.25%
- 10Y*
- 6.52%
- ALL TIME*
- 8.16%
BSCFX
- 1D
- -0.55%
- 1M
- -4.06%
- 6M
- 0.35%
- YTD
- 0.54%
- 1Y
- -1.28%
- 3Y*
- 5.89%
- 5Y*
- 0.41%
- 10Y*
- 10.13%
- ALL TIME*
- 8.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BSCFX Baron Small Cap Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
HSCSX vs. BSCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 8.30% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
BSCFX Baron Small Cap Fund | 0.54% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
Correlation
The correlation between HSCSX and BSCFX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 1998 | 0.83 |
The correlation between HSCSX and BSCFX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
HSCSX vs. BSCFX — Risk / Return Rank
HSCSX
BSCFX
HSCSX vs. BSCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Baron Small Cap Fund (BSCFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSCSX | BSCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.99 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | -0.22 | +1.34 |
| Martin ratioReturn relative to average drawdown | 3.43 | -0.56 | +3.99 |
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Drawdowns
HSCSX vs. BSCFX - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, roughly equal to the maximum BSCFX drawdown of -55.59%. Use the drawdown chart below to compare losses from any high point for HSCSX and BSCFX.
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Drawdown Indicators
| HSCSX | BSCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -55.59% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -15.00% | +4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | -26.91% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -37.94% | +8.52% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -39.58% | -5.06% |
Current DrawdownCurrent decline from peak | -5.78% | -8.77% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -11.07% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 5.97% | -2.40% |
Volatility
HSCSX vs. BSCFX - Volatility Comparison
The current volatility for Homestead Small Company Stock Fund (HSCSX) is 4.41%, while Baron Small Cap Fund (BSCFX) has a volatility of 4.65%. This indicates that HSCSX experiences smaller price fluctuations and is considered to be less risky than BSCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCSX | BSCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 4.65% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.76% | 13.86% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.25% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 22.45% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 22.38% | +0.03% |
HSCSX vs. BSCFX - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is lower than BSCFX's 1.29% expense ratio.
Dividends
HSCSX vs. BSCFX - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 13.38%, more than BSCFX's 9.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 9.88% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
HSCSX Homestead Small Company Stock Fund | 13.38% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
Frequently Asked Questions
HSCSX and BSCFX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCFX has higher volatility (4.65%) compared to HSCSX (4.41%). In terms of maximum drawdown, HSCSX dropped -55.79% vs BSCFX's -55.59%.
HSCSX currently has the higher Sharpe Ratio (0.64 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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