OAKMX vs. BGRFX
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and Baron Growth Fund (BGRFX).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991. BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKMX or BGRFX.
Correlation
The correlation between OAKMX and BGRFX is 0.78, 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.
Performance
OAKMX vs. BGRFX - Performance Comparison
Key characteristics
OAKMX:
1.28
BGRFX:
-0.20
OAKMX:
1.85
BGRFX:
-0.13
OAKMX:
1.23
BGRFX:
0.98
OAKMX:
2.03
BGRFX:
-0.12
OAKMX:
6.11
BGRFX:
-0.75
OAKMX:
2.69%
BGRFX:
4.82%
OAKMX:
12.86%
BGRFX:
18.32%
OAKMX:
-56.19%
BGRFX:
-58.19%
OAKMX:
-6.86%
BGRFX:
-29.64%
Returns By Period
In the year-to-date period, OAKMX achieves a 14.68% return, which is significantly higher than BGRFX's -6.38% return. Over the past 10 years, OAKMX has outperformed BGRFX with an annualized return of 11.58%, while BGRFX has yielded a comparatively lower 2.12% annualized return.
OAKMX
14.68%
-3.87%
8.85%
15.27%
14.74%
11.58%
BGRFX
-6.38%
-12.39%
-3.38%
-5.15%
1.59%
2.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OAKMX vs. BGRFX - Expense Ratio Comparison
OAKMX has a 0.91% expense ratio, which is lower than BGRFX's 1.29% expense ratio.
Risk-Adjusted Performance
OAKMX vs. BGRFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and Baron Growth Fund (BGRFX). 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.
Dividends
OAKMX vs. BGRFX - Dividend Comparison
Neither OAKMX nor BGRFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 0.00% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% | 0.50% |
BGRFX Baron Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% |
Drawdowns
OAKMX vs. BGRFX - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -56.19%, roughly equal to the maximum BGRFX drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for OAKMX and BGRFX. For additional features, visit the drawdowns tool.
Volatility
OAKMX vs. BGRFX - Volatility Comparison
The current volatility for Oakmark Fund Investor Class (OAKMX) is 4.07%, while Baron Growth Fund (BGRFX) has a volatility of 13.06%. This indicates that OAKMX experiences smaller price fluctuations and is considered to be less risky than BGRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.