MEIFX vs. BPTRX
Compare and contrast key facts about Meridian Enhanced Equity Fund (MEIFX) and Baron Partners Fund (BPTRX).
MEIFX is managed by Meridian. It was launched on Jan 31, 2005. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
MEIFX vs. BPTRX - Performance Comparison
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MEIFX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEIFX Meridian Enhanced Equity Fund | 0.08% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
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, MEIFX achieves a 0.08% return, which is significantly higher than BPTRX's -5.39% return. Over the past 10 years, MEIFX has underperformed BPTRX with an annualized return of 13.97%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
MEIFX
- 1D
- 1.71%
- 1M
- -1.28%
- YTD
- 0.08%
- 6M
- -0.22%
- 1Y
- 7.08%
- 3Y*
- 10.32%
- 5Y*
- 5.80%
- 10Y*
- 13.97%
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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MEIFX vs. BPTRX - Expense Ratio Comparison
MEIFX has a 1.20% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
MEIFX vs. BPTRX — Risk / Return Rank
MEIFX
BPTRX
MEIFX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Enhanced Equity Fund (MEIFX) 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.
| MEIFX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.29 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.81 | 2.38 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.30 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.85 | -2.11 |
Martin ratioReturn relative to average drawdown | 3.44 | 10.35 | -6.91 |
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
| MEIFX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.29 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.32 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.73 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.55 | -0.03 |
Correlation
The correlation between MEIFX and BPTRX is 0.74, 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
MEIFX vs. BPTRX - Dividend Comparison
MEIFX's dividend yield for the trailing twelve months is around 7.24%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIFX Meridian Enhanced Equity Fund | 7.24% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
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
MEIFX vs. BPTRX - Drawdown Comparison
The maximum MEIFX drawdown since its inception was -54.37%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for MEIFX and BPTRX.
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Drawdown Indicators
| MEIFX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.37% | -64.11% | +9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -14.79% | +5.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.54% | -49.87% | +26.33% |
Max Drawdown (10Y)Largest decline over 10 years | -28.67% | -51.26% | +22.59% |
Current DrawdownCurrent decline from peak | -5.84% | -8.65% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -7.76% | -13.82% | +6.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 4.08% | -2.02% |
Volatility
MEIFX vs. BPTRX - Volatility Comparison
The current volatility for Meridian Enhanced Equity Fund (MEIFX) is 3.99%, while Baron Partners Fund (BPTRX) has a volatility of 4.78%. This indicates that MEIFX experiences smaller price fluctuations and is considered to be less risky 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
| MEIFX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.78% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 22.21% | -14.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.98% | 33.35% | -18.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 33.90% | -17.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 32.72% | -14.76% |