LSMIX vs. BFGIX
Compare and contrast key facts about Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
LSMIX is managed by Loomis Sayles Funds. It was launched on Jun 30, 2015. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
LSMIX vs. BFGIX - Performance Comparison
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LSMIX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | -3.25% | 5.71% | 17.74% | 6.71% | -27.08% | 17.40% | 31.56% | 35.21% | -7.32% | 31.80% |
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
In the year-to-date period, LSMIX achieves a -3.25% return, which is significantly higher than BFGIX's -7.21% return. Over the past 10 years, LSMIX has underperformed BFGIX with an annualized return of 10.13%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
LSMIX
- 1D
- -1.62%
- 1M
- -10.56%
- YTD
- -3.25%
- 6M
- -3.12%
- 1Y
- 9.91%
- 3Y*
- 7.35%
- 5Y*
- 1.61%
- 10Y*
- 10.13%
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
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LSMIX vs. BFGIX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
LSMIX vs. BFGIX — Risk / Return Rank
LSMIX
BFGIX
LSMIX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| LSMIX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.08 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.92 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.25 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.84 | -1.98 |
Martin ratioReturn relative to average drawdown | -0.44 | 7.02 | -7.45 |
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
| LSMIX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.08 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.45 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.85 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.76 | -0.29 |
Correlation
The correlation between LSMIX and BFGIX is 0.79, 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
LSMIX vs. BFGIX - Dividend Comparison
Neither LSMIX nor BFGIX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.95% | 0.68% | 4.40% | 46.82% | 0.00% | 0.18% | 0.00% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
LSMIX vs. BFGIX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, smaller than the maximum BFGIX drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for LSMIX and BFGIX.
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Drawdown Indicators
| LSMIX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -43.62% | +6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -11.96% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -35.71% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -43.62% | +6.66% |
Current DrawdownCurrent decline from peak | -11.07% | -9.66% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -10.14% | -7.89% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.25% | 3.14% | +4.11% |
Volatility
LSMIX vs. BFGIX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 5.65% compared to Baron Focused Growth Fund Institutional Shares (BFGIX) at 4.23%. This indicates that LSMIX's price experiences larger fluctuations and is considered to be riskier than BFGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSMIX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 4.23% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.76% | 15.65% | -1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.73% | 22.99% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 22.58% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 23.95% | -2.61% |