OEGAX vs. BFGIX
Compare and contrast key facts about Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
OEGAX is an actively managed fund by Invesco. It was launched on Nov 1, 2000. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
OEGAX vs. BFGIX - Performance Comparison
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OEGAX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OEGAX Invesco Discovery Mid Cap Growth Fund Class A | 0.93% | 4.85% | 24.09% | 12.96% | -31.09% | 18.44% | 40.12% | 38.98% | -6.72% | 27.95% |
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, OEGAX achieves a 0.93% return, which is significantly higher than BFGIX's -7.21% return. Over the past 10 years, OEGAX has underperformed BFGIX with an annualized return of 11.40%, while BFGIX has yielded a comparatively higher 20.17% annualized return.
OEGAX
- 1D
- -2.41%
- 1M
- -10.13%
- YTD
- 0.93%
- 6M
- -0.96%
- 1Y
- 20.80%
- 3Y*
- 12.14%
- 5Y*
- 3.64%
- 10Y*
- 11.40%
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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OEGAX vs. BFGIX - Expense Ratio Comparison
Both OEGAX and BFGIX have an expense ratio of 1.05%.
Return for Risk
OEGAX vs. BFGIX — Risk / Return Rank
OEGAX
BFGIX
OEGAX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) 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.
| OEGAX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.08 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.92 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.84 | -1.60 |
Martin ratioReturn relative to average drawdown | 0.84 | 7.02 | -6.18 |
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
| OEGAX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.08 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.45 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.85 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.76 | -0.42 |
Correlation
The correlation between OEGAX and BFGIX is 0.82, 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
OEGAX vs. BFGIX - Dividend Comparison
OEGAX's dividend yield for the trailing twelve months is around 9.01%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEGAX Invesco Discovery Mid Cap Growth Fund Class A | 9.01% | 9.10% | 4.95% | 0.00% | 0.00% | 18.94% | 3.55% | 4.40% | 10.54% | 9.32% | 0.89% | 4.27% |
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
OEGAX vs. BFGIX - Drawdown Comparison
The maximum OEGAX drawdown since its inception was -53.73%, which is greater than BFGIX's maximum drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for OEGAX and BFGIX.
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Drawdown Indicators
| OEGAX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.73% | -43.62% | -10.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -11.96% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -39.38% | -35.71% | -3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -39.38% | -43.62% | +4.24% |
Current DrawdownCurrent decline from peak | -10.16% | -9.66% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -12.86% | -7.89% | -4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.16% | 3.14% | +3.02% |
Volatility
OEGAX vs. BFGIX - Volatility Comparison
Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) has a higher volatility of 7.85% compared to Baron Focused Growth Fund Institutional Shares (BFGIX) at 4.23%. This indicates that OEGAX'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
| OEGAX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 4.23% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.99% | 15.65% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.27% | 22.99% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 22.58% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 23.95% | -2.03% |