MEGBX vs. BPTRX
Compare and contrast key facts about MFS Growth Fund (MEGBX) and Baron Partners Fund (BPTRX).
MEGBX is managed by MFS. It was launched on Dec 29, 1986. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
MEGBX vs. BPTRX - Performance Comparison
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MEGBX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | -10.54% | 11.25% | 61.25% | 34.81% | -31.83% | 22.34% | 30.36% | 36.33% | 1.21% | 29.54% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, MEGBX achieves a -10.54% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, MEGBX has underperformed BPTRX with an annualized return of 15.70%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
MEGBX
- 1D
- 3.82%
- 1M
- -5.82%
- YTD
- -10.54%
- 6M
- -11.39%
- 1Y
- 8.54%
- 3Y*
- 25.12%
- 5Y*
- 12.05%
- 10Y*
- 15.70%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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MEGBX vs. BPTRX - Expense Ratio Comparison
MEGBX has a 1.59% expense ratio, which is higher than BPTRX's 1.36% expense ratio.
Return for Risk
MEGBX vs. BPTRX — Risk / Return Rank
MEGBX
BPTRX
MEGBX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and Baron Partners Fund (BPTRX). 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.
| MEGBX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.29 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.38 | -1.60 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.30 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 2.85 | -2.31 |
Martin ratioReturn relative to average drawdown | 1.81 | 10.35 | -8.54 |
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
| MEGBX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.29 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.32 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.05 |
Correlation
The correlation between MEGBX and BPTRX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MEGBX vs. BPTRX - Dividend Comparison
MEGBX's dividend yield for the trailing twelve months is around 29.73%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEGBX MFS Growth Fund | 29.73% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
MEGBX vs. BPTRX - Drawdown Comparison
The maximum MEGBX drawdown since its inception was -72.95%, which is greater than BPTRX's maximum drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for MEGBX and BPTRX.
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Drawdown Indicators
| MEGBX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.95% | -64.11% | -8.84% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -14.79% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -36.73% | -49.87% | +13.14% |
Max Drawdown (10Y)Largest decline over 10 years | -36.73% | -51.26% | +14.53% |
Current DrawdownCurrent decline from peak | -14.49% | -8.65% | -5.84% |
Average DrawdownAverage peak-to-trough decline | -21.83% | -13.82% | -8.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 4.08% | +1.19% |
Volatility
MEGBX vs. BPTRX - Volatility Comparison
MFS Growth Fund (MEGBX) has a higher volatility of 6.98% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that MEGBX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEGBX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 4.78% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 22.21% | -9.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 33.35% | -11.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.52% | 33.90% | -10.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 32.72% | -10.73% |