POEAX vs. BWBIX
Compare and contrast key facts about Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Baron WealthBuilder Fund (BWBIX).
POEAX is managed by Pacific Funds Series Trust. It was launched on Dec 30, 2003. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
POEAX vs. BWBIX - Performance Comparison
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POEAX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | -1.83% | 16.66% | 15.13% | 18.53% | -21.24% | 18.82% | 16.09% | 26.91% | -11.35% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, POEAX achieves a -1.83% return, which is significantly higher than BWBIX's -7.42% return.
POEAX
- 1D
- 2.77%
- 1M
- -5.49%
- YTD
- -1.83%
- 6M
- 0.04%
- 1Y
- 17.81%
- 3Y*
- 13.92%
- 5Y*
- 6.34%
- 10Y*
- 9.75%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
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POEAX vs. BWBIX - Expense Ratio Comparison
POEAX has a 0.60% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
POEAX vs. BWBIX — Risk / Return Rank
POEAX
BWBIX
POEAX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Baron WealthBuilder Fund (BWBIX). 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.
| POEAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.54 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.95 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.86 | +0.69 |
Martin ratioReturn relative to average drawdown | 7.46 | 3.22 | +4.24 |
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
| POEAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.54 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.14 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.49 | -0.13 |
Correlation
The correlation between POEAX and BWBIX is 0.90, 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
POEAX vs. BWBIX - Dividend Comparison
POEAX's dividend yield for the trailing twelve months is around 7.87%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POEAX Pacific Funds Portfolio Optimization Aggressive-Growth | 7.87% | 7.73% | 2.12% | 1.67% | 36.10% | 10.62% | 3.32% | 7.91% | 24.81% | 4.03% | 7.09% | 3.16% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
POEAX vs. BWBIX - Drawdown Comparison
The maximum POEAX drawdown since its inception was -57.49%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for POEAX and BWBIX.
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Drawdown Indicators
| POEAX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -39.14% | -18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -12.76% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -29.40% | -39.14% | +9.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.88% | — | — |
Current DrawdownCurrent decline from peak | -6.04% | -9.26% | +3.22% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -11.88% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 3.41% | -0.96% |
Volatility
POEAX vs. BWBIX - Volatility Comparison
Pacific Funds Portfolio Optimization Aggressive-Growth (POEAX) and Baron WealthBuilder Fund (BWBIX) have volatilities of 5.59% and 5.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POEAX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.39% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 11.38% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 19.94% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.08% | 21.19% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 23.31% | -1.77% |