VMGIX vs. BARIX
Compare and contrast key facts about Vanguard Mid-Cap Growth Index Fund (VMGIX) and Baron Asset Fund Institutional Class (BARIX).
VMGIX is managed by Vanguard. It was launched on Aug 17, 2006. BARIX is managed by Baron Capital Group. It was launched on May 29, 2009.
Performance
VMGIX vs. BARIX - Performance Comparison
Loading graphics...
VMGIX vs. BARIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGIX Vanguard Mid-Cap Growth Index Fund | -7.63% | 10.56% | 15.51% | 23.79% | -28.93% | 20.32% | 34.30% | 33.69% | -5.73% | 21.72% |
BARIX Baron Asset Fund Institutional Class | -7.81% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VMGIX having a -7.63% return and BARIX slightly lower at -7.81%. Both investments have delivered pretty close results over the past 10 years, with VMGIX having a 10.49% annualized return and BARIX not far ahead at 10.61%.
VMGIX
- 1D
- 3.15%
- 1M
- -7.32%
- YTD
- -7.63%
- 6M
- -12.16%
- 1Y
- 5.14%
- 3Y*
- 10.34%
- 5Y*
- 3.91%
- 10Y*
- 10.49%
BARIX
- 1D
- 1.64%
- 1M
- -5.83%
- YTD
- -7.81%
- 6M
- -0.24%
- 1Y
- 2.78%
- 3Y*
- 7.12%
- 5Y*
- 1.68%
- 10Y*
- 10.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VMGIX vs. BARIX - Expense Ratio Comparison
VMGIX has a 0.19% expense ratio, which is lower than BARIX's 1.03% expense ratio.
Return for Risk
VMGIX vs. BARIX — Risk / Return Rank
VMGIX
BARIX
VMGIX vs. BARIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund (VMGIX) and Baron Asset Fund Institutional Class (BARIX). 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.
| VMGIX | BARIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.14 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.37 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.05 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.39 | -0.01 |
Martin ratioReturn relative to average drawdown | 1.18 | 0.98 | +0.21 |
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
| VMGIX | BARIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.14 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.09 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.54 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.64 | -0.24 |
Correlation
The correlation between VMGIX and BARIX is 0.94, 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
VMGIX vs. BARIX - Dividend Comparison
VMGIX's dividend yield for the trailing twelve months is around 0.58%, less than BARIX's 11.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGIX Vanguard Mid-Cap Growth Index Fund | 0.58% | 0.52% | 0.56% | 0.60% | 0.64% | 0.23% | 0.46% | 0.67% | 0.70% | 0.61% | 0.70% | 0.69% |
BARIX Baron Asset Fund Institutional Class | 11.48% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
Drawdowns
VMGIX vs. BARIX - Drawdown Comparison
The maximum VMGIX drawdown since its inception was -60.20%, which is greater than BARIX's maximum drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for VMGIX and BARIX.
Loading graphics...
Drawdown Indicators
| VMGIX | BARIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -37.44% | -22.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -11.12% | -4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -37.44% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -37.44% | +0.19% |
Current DrawdownCurrent decline from peak | -13.35% | -9.21% | -4.14% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -6.74% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 4.41% | +0.71% |
Volatility
VMGIX vs. BARIX - Volatility Comparison
Vanguard Mid-Cap Growth Index Fund (VMGIX) has a higher volatility of 6.48% compared to Baron Asset Fund Institutional Class (BARIX) at 3.91%. This indicates that VMGIX's price experiences larger fluctuations and is considered to be riskier than BARIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VMGIX | BARIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 3.91% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 11.83% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 19.02% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.40% | 19.65% | +1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 19.84% | +1.09% |