LMGAX vs. BARAX
Compare and contrast key facts about Lord Abbett Growth Opportunities Fund (LMGAX) and Baron Asset Fund (BARAX).
LMGAX is managed by Lord Abbett. It was launched on Aug 1, 1995. BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Performance
LMGAX vs. BARAX - Performance Comparison
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LMGAX vs. BARAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | -3.19% | 13.38% | 30.74% | 10.80% | -32.59% | 6.76% | 40.17% | 36.75% | -3.35% | 22.94% |
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
Returns By Period
In the year-to-date period, LMGAX achieves a -3.19% return, which is significantly higher than BARAX's -7.87% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: LMGAX at 10.32% and BARAX at 10.32%.
LMGAX
- 1D
- 5.09%
- 1M
- -5.28%
- YTD
- -3.19%
- 6M
- -9.39%
- 1Y
- 26.08%
- 3Y*
- 14.19%
- 5Y*
- 2.66%
- 10Y*
- 10.32%
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
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LMGAX vs. BARAX - Expense Ratio Comparison
LMGAX has a 1.06% expense ratio, which is lower than BARAX's 1.29% expense ratio.
Return for Risk
LMGAX vs. BARAX — Risk / Return Rank
LMGAX
BARAX
LMGAX vs. BARAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Opportunities Fund (LMGAX) and Baron Asset Fund (BARAX). 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.
| LMGAX | BARAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.13 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.35 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.04 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.36 | +1.30 |
Martin ratioReturn relative to average drawdown | 4.73 | 0.90 | +3.83 |
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
| LMGAX | BARAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.13 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.07 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.49 | -0.05 |
Correlation
The correlation between LMGAX and BARAX is 0.86, 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
LMGAX vs. BARAX - Dividend Comparison
LMGAX's dividend yield for the trailing twelve months is around 7.84%, less than BARAX's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | 7.84% | 7.59% | 0.00% | 0.00% | 0.00% | 18.94% | 15.52% | 5.62% | 6.14% | 9.04% | 3.22% | 13.75% |
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
Drawdowns
LMGAX vs. BARAX - Drawdown Comparison
The maximum LMGAX drawdown since its inception was -49.96%, smaller than the maximum BARAX drawdown of -59.71%. Use the drawdown chart below to compare losses from any high point for LMGAX and BARAX.
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Drawdown Indicators
| LMGAX | BARAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.96% | -59.71% | +9.75% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -11.12% | -4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -42.72% | -37.53% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | -37.53% | -5.19% |
Current DrawdownCurrent decline from peak | -11.72% | -9.28% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -11.44% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 4.44% | +1.17% |
Volatility
LMGAX vs. BARAX - Volatility Comparison
Lord Abbett Growth Opportunities Fund (LMGAX) has a higher volatility of 10.69% compared to Baron Asset Fund (BARAX) at 3.90%. This indicates that LMGAX's price experiences larger fluctuations and is considered to be riskier than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMGAX | BARAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 3.90% | +6.79% |
Volatility (6M)Calculated over the trailing 6-month period | 18.59% | 11.83% | +6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.65% | 19.02% | +9.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.75% | 19.56% | +6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 19.79% | +3.75% |