VSNGX vs. BFGIX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and Baron Focused Growth Fund Institutional Shares (BFGIX).
VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996. BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009.
Performance
VSNGX vs. BFGIX - Performance Comparison
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VSNGX vs. BFGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
BFGIX Baron Focused Growth Fund Institutional Shares | -4.99% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
Returns By Period
In the year-to-date period, VSNGX achieves a -0.28% return, which is significantly higher than BFGIX's -4.99% return. Over the past 10 years, VSNGX has underperformed BFGIX with an annualized return of 11.00%, while BFGIX has yielded a comparatively higher 20.45% annualized return.
VSNGX
- 1D
- 2.39%
- 1M
- -5.61%
- YTD
- -0.28%
- 6M
- -0.33%
- 1Y
- 10.22%
- 3Y*
- 12.18%
- 5Y*
- 6.02%
- 10Y*
- 11.00%
BFGIX
- 1D
- 2.39%
- 1M
- -6.00%
- YTD
- -4.99%
- 6M
- 6.65%
- 1Y
- 25.63%
- 3Y*
- 18.96%
- 5Y*
- 10.28%
- 10Y*
- 20.45%
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VSNGX vs. BFGIX - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is lower than BFGIX's 1.05% expense ratio.
Return for Risk
VSNGX vs. BFGIX — Risk / Return Rank
VSNGX
BFGIX
VSNGX vs. BFGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) and Baron Focused Growth Fund Institutional Shares (BFGIX). 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.
| VSNGX | BFGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.14 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.01 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.31 | -1.41 |
Martin ratioReturn relative to average drawdown | 4.00 | 8.71 | -4.72 |
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
| VSNGX | BFGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.14 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.46 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.86 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.77 | -0.25 |
Correlation
The correlation between VSNGX and BFGIX is 0.83, 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
VSNGX vs. BFGIX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 6.17%, while BFGIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | 6.17% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Drawdowns
VSNGX vs. BFGIX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -54.50%, which is greater than BFGIX's maximum drawdown of -43.62%. Use the drawdown chart below to compare losses from any high point for VSNGX and BFGIX.
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Drawdown Indicators
| VSNGX | BFGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -43.62% | -10.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -11.96% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -25.08% | -35.71% | +10.63% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -43.62% | +5.29% |
Current DrawdownCurrent decline from peak | -6.04% | -7.50% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -7.89% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.18% | -0.39% |
Volatility
VSNGX vs. BFGIX - Volatility Comparison
JPMorgan Mid Cap Equity Fund (VSNGX) and Baron Focused Growth Fund Institutional Shares (BFGIX) have volatilities of 5.20% and 4.98%, 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
| VSNGX | BFGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 4.98% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 15.80% | -6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 23.05% | -5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 22.58% | -5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 23.96% | -4.38% |