PRUFX vs. BPTRX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and Baron Partners Fund (BPTRX).
PRUFX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500. It was launched on Apr 11, 1950. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
PRUFX vs. BPTRX - Performance Comparison
Loading graphics...
PRUFX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | -11.21% | 15.79% | 38.50% | 45.49% | -40.03% | 20.01% | 37.08% | 31.83% | -0.90% | 33.79% |
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, PRUFX achieves a -11.21% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, PRUFX has underperformed BPTRX with an annualized return of 14.29%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
PRUFX
- 1D
- 3.80%
- 1M
- -5.66%
- YTD
- -11.21%
- 6M
- -10.81%
- 1Y
- 12.81%
- 3Y*
- 21.26%
- 5Y*
- 7.38%
- 10Y*
- 14.29%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRUFX vs. BPTRX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
PRUFX vs. BPTRX — Risk / Return Rank
PRUFX
BPTRX
PRUFX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) 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.
| PRUFX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.29 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.38 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.30 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.85 | -2.10 |
Martin ratioReturn relative to average drawdown | 2.53 | 10.35 | -7.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRUFX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.29 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.32 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.73 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.55 | +0.08 |
Correlation
The correlation between PRUFX and BPTRX is 0.73, 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
PRUFX vs. BPTRX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.20%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | 15.20% | 13.50% | 13.20% | 3.33% | 3.54% | 9.50% | 3.64% | 2.52% | 9.26% | 13.72% | 2.38% | 0.00% |
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
PRUFX vs. BPTRX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for PRUFX and BPTRX.
Loading graphics...
Drawdown Indicators
| PRUFX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -64.11% | +17.76% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -14.79% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -49.87% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -51.26% | +4.91% |
Current DrawdownCurrent decline from peak | -14.85% | -8.65% | -6.20% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -13.82% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 4.08% | +1.24% |
Volatility
PRUFX vs. BPTRX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 6.85% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that PRUFX'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.
Loading graphics...
Volatility by Period
| PRUFX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 4.78% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 22.21% | -9.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.94% | 33.35% | -11.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 33.90% | -10.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 32.72% | -10.67% |