VHIAX vs. BPTRX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Baron Partners Fund (BPTRX).
VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or BPTRX.
Key characteristics
| VHIAX | BPTRX | |
|---|---|---|
| YTD Return | 20.07% | 2.62% |
| 1Y Return | 32.48% | 6.04% |
| 3Y Return (Ann) | 6.94% | 0.94% |
| 5Y Return (Ann) | 19.52% | 25.86% |
| 10Y Return (Ann) | 16.14% | 18.32% |
| Sharpe Ratio | 1.79 | 0.20 |
| Daily Std Dev | 17.85% | 25.23% |
| Max Drawdown | -53.94% | -65.33% |
| Current Drawdown | -4.35% | -23.34% |
Correlation
The correlation between VHIAX and BPTRX is 0.79, 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
VHIAX vs. BPTRX - Performance Comparison
In the year-to-date period, VHIAX achieves a 20.07% return, which is significantly higher than BPTRX's 2.62% return. Over the past 10 years, VHIAX has underperformed BPTRX with an annualized return of 16.14%, while BPTRX has yielded a comparatively higher 18.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHIAX vs. BPTRX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
VHIAX vs. BPTRX - Risk-Adjusted Performance Comparison
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.
Dividends
VHIAX vs. BPTRX - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 0.53%, while BPTRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 0.53% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% | 3.95% | 4.68% |
BPTRX Baron Partners Fund | 0.00% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
Drawdowns
VHIAX vs. BPTRX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -53.94%, smaller than the maximum BPTRX drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for VHIAX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
VHIAX vs. BPTRX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (VHIAX) is 5.72%, while Baron Partners Fund (BPTRX) has a volatility of 7.22%. 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.