BDFFX

Active

BARON DISCOVERY FUND

Category: US Equity (9,528 funds)

Expense Ratio
1.32%
Annual Cost per $10K
$132.00
30-Year Fee Drag per $10K
$23,668
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+16.71%

Asset Allocation

US Equity
91%
Intl Equity
9%

Fee Comparison

BDFFX
1.32%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+45.01%3Y
Compare to

Fee Impact Calculator

$
%
BDFFX at 1.32%$262,273
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$118,339
Cost vs index fund−$115,151

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
BDFFXBARON DISCOVERY FUND1.32%
RICAXInvestment Co of America1.36%
FBCCXFidelity Blue Chip Growth Fund0.97%
CDIRXColumbia Dividend Income Fund1.15%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FOCKXFidelity OTC Portfolio1.05%
MEIAXMFS Value Fund0.79%
OIEFXJPMorgan Equity Income Fund0.95%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
JMUEXJPMorgan U.S. Equity Fund0.94%
MFEGXMFS Growth Fund0.83%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
FRDPXFranklin Rising Dividends Fund0.83%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
FKDNXFranklin Dynatech Fund0.82%
VAFAXInvesco American Franchise Fund0.93%
PAFDXT. Rowe Price Equity Income Fund0.98%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
HRCAXHarbor Capital Appreciation Fund0.92%
PMAQXMidCap Fund1.46%
GETGXVictory Sycamore Established Value Fund0.89%
JDVFXDisciplined Value Fund1.71%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FNIAXFidelity Advisor New Insights Fund0.90%
JGACXJPMorgan Growth Advantage Fund0.99%
POLRXPolen Growth Fund1.22%
PBCJXBlue Chip Fund0.92%
LMPFXClearBridge Growth Fund1.13%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
FKGRXFranklin Growth Fund0.79%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
DDFIXInvesco Diversified Dividend Fund1.07%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
EPGAXFidelity Advisor Equity Growth Fund0.92%
PGORXPutnam Large Cap Growth Fund0.93%
MEFAXMassMutual Mid Cap Growth Fund1.11%
MRERXMFS Core Equity Fund0.88%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
ASMMXInvesco Summit Fund1.23%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
LCMMXClearBridge Large Cap Growth Fund0.68%
ESPAXAllspring Special Small Cap Value Fund1.17%
XFBRXVIP Mid Cap Portfolio0.82%
JSECXJPMorgan Small Cap Equity Fund1.24%
LGLAXLord Abbett Growth Leaders Fund0.90%
JGAQXJPMorgan Value Advantage Fund0.99%
MFRFXMFS Research Fund0.77%
WGROXWasatch Core Growth Fund1.17%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
JENIXThe Jensen Quality Growth Fund Inc1.26%
SHAPXClearBridge Appreciation Fund0.91%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
FRURXFranklin Utilities Fund1.06%
NDVAXMFS New Discovery Value Fund1.46%
SGRAXAllspring Growth Fund1.15%
FCPVXFidelity Small Cap Value Fund1.20%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
TWHIXHeritage Fund1.00%
FGRAXFranklin Growth Opportunities Fund0.94%
JGAVXJPMorgan U.S. Value Fund0.94%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
PLVJXLargeCap Value Fund III0.94%
MVISXPatient Opportunity Trust1.42%
BPTUXBaron Partners Fund1.99%
RAGTXVirtus Zevenbergen Technology Fund1.44%
CSIEXCalvert Equity Fund0.90%
PARMXParnassus Mid Cap Fund0.95%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
PABVXMidCap Value Fund I1.19%
FMILXFidelity New Millennium Fund0.76%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
BDFUXBARON DISCOVERY FUND1.05%
SVFFXSmead Value Fund0.95%
CCASXCONESTOGA SMALL CAP FUND1.10%
LAMAXLord Abbett Dividend Growth Fund0.89%
IVOAXMacquarie Mid Cap Income Opportunities Fund1.33%
EKJAXAllspring Premier Large Company Growth Fund1.10%
JLCNXFundamental Large Cap Core Fund0.65%
DLCZXDestinations Large Cap Equity Fund0.81%
AGRCXAB Growth Fund1.10%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
CSGAXColumbia Seligman Global Technology Fund1.00%
AQEAXColumbia Disciplined Core Fund0.94%
CSMUXCarillon Scout Mid Cap Fund0.85%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
ABSYXAmerican Beacon Small Cap Value Fund0.87%
LMOIXClearBridge Small Cap Growth Fund0.78%

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