BSCFX

Active

BARON SMALL CAP FUND

Category: US Equity (9,528 funds)

Expense Ratio
1.30%
Annual Cost per $10K
$130.00
30-Year Fee Drag per $10K
$23,369
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+1.27%

Asset Allocation

US Equity
92%
Intl Equity
8%

Fee Comparison

BSCFX
1.30%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

23% more expensive than category average

Historical Returns

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

+38.65%3Y
Compare to

Fee Impact Calculator

$
%
BSCFX at 1.30%$263,766
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$116,846
Cost vs index fund−$113,658

Similar Funds (100)

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

TickerNameER
BSCFXBARON SMALL CAP FUND1.30%
FBCCXFidelity Blue Chip Growth Fund0.97%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
OIEFXJPMorgan Equity Income Fund0.95%
JMUEXJPMorgan U.S. Equity Fund0.94%
FOCKXFidelity OTC Portfolio1.05%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
MFEGXMFS Growth Fund0.83%
MEIAXMFS Value Fund0.79%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
FRDPXFranklin Rising Dividends Fund0.83%
HRCAXHarbor Capital Appreciation Fund0.92%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
FKDNXFranklin Dynatech Fund0.82%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
VAFAXInvesco American Franchise Fund0.93%
GETGXVictory Sycamore Established Value Fund0.89%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
JGACXJPMorgan Growth Advantage Fund0.99%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PBCJXBlue Chip Fund0.92%
PAFDXT. Rowe Price Equity Income Fund0.98%
JVMAXDisciplined Value Mid Cap Fund0.74%
HDGTXTHE HARTFORD DIVIDEND AND GROWTH FUND0.73%
JHQAXJPMorgan Hedged Equity Fund0.82%
FNITXFidelity Advisor New Insights Fund1.15%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
FGSRXFranklin Growth Fund1.04%
PRWAXT. Rowe Price All-Cap Opportunities Fund0.79%
PGORXPutnam Large Cap Growth Fund0.93%
DAGVXBNY Mellon Dynamic Value Fund0.93%
LMPFXClearBridge Growth Fund1.13%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
JDVFXDisciplined Value Fund1.71%
ESPAXAllspring Special Small Cap Value Fund1.17%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
POLRXPolen Growth Fund1.22%
JENIXThe Jensen Quality Growth Fund Inc1.26%
FAEGXFidelity Advisor Equity Growth Fund1.17%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGAQXJPMorgan Value Advantage Fund0.99%
JSECXJPMorgan Small Cap Equity Fund1.24%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
MSRRXMFS Research Fund1.02%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
SHAPXClearBridge Appreciation Fund0.91%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
MEFAXMassMutual Mid Cap Growth Fund1.11%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
LSITXClearBridge Large Cap Growth Fund0.64%
LGLAXLord Abbett Growth Leaders Fund0.90%
MRERXMFS Core Equity Fund0.88%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
ILGRXMacquarie Large Cap Growth Fund0.89%
JGAVXJPMorgan U.S. Value Fund0.94%
ASMMXInvesco Summit Fund1.23%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
XFBRXVIP Mid Cap Portfolio0.82%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
CSIEXCalvert Equity Fund0.90%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
DCCRXMacquarie Small Cap Core Fund1.31%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
HFMTXTHE HARTFORD MIDCAP FUND0.83%
FKUQXFranklin Utilities Fund0.81%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
PABVXMidCap Value Fund I1.19%
AQEAXColumbia Disciplined Core Fund0.94%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
ATHGXHeritage Fund0.80%
PLVJXLargeCap Value Fund III0.94%
PARMXParnassus Mid Cap Fund0.95%
DLCZXDestinations Large Cap Equity Fund0.81%
SVFIXSmead Value Fund0.90%
DEVLXMacquarie Small Cap Value Fund1.10%
CSGAXColumbia Seligman Global Technology Fund1.00%
CGWRXColumbia Cornerstone Growth Fund0.97%
WGROXWasatch Core Growth Fund1.17%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
CSMUXCarillon Scout Mid Cap Fund0.85%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
JLCVXFundamental Large Cap Core Fund0.71%
SGRAXAllspring Growth Fund1.15%
LMOIXClearBridge Small Cap Growth Fund0.78%
SDGAXDWS Capital Growth Fund1.30%
AGRCXAB Growth Fund1.10%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
FCPVXFidelity Small Cap Value Fund1.20%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
BDFUXBARON DISCOVERY FUND1.05%
NDVAXMFS New Discovery Value Fund1.46%
CVGCXCalamos Growth Fund1.29%

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