VHIAX vs. BPTRX

In the year-to-date period, VHIAX achieves a 31.23% return, which is significantly higher than BPTRX's 19.70% return. Over the past 10 years, VHIAX has underperformed BPTRX with an annualized return of 10.38%, while BPTRX has yielded a comparatively higher 18.00% annualized return.

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VHIAX has a 1.04% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) 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.

The current VHIAX Sharpe Ratio is 2.12, which is higher than the BPTRX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of VHIAX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither VHIAX nor BPTRX has paid dividends to shareholders.

The maximum VHIAX drawdown since its inception was -53.94%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for VHIAX and BPTRX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Growth Advantage Fund (VHIAX) is 5.39%, while Baron Partners Fund (BPTRX) has a volatility of 11.73%. This indicates that VHIAX 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.