Baron Fifth Competition

BFTHX Fund

USD 58.60 0.40 0.69%

Baron Fifth Avenue competes with Vulcan Value, Columbia Contrarian, Calvert Global, Baron Opportunity, and Baron Global; as well as few others. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. Analyzing Baron Fifth competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baron Fifth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baron Fifth Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baron Fifth competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
56.89	58.12	59.35

Details

Intrinsic

Valuation

Low	Real	High
51.10	52.33	63.93

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baron Fifth. Your research has to be compared to or analyzed against Baron Fifth's peers to derive any actionable benefits. When done correctly, Baron Fifth's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Baron Fifth Avenue.

Baron Fifth Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Fifth and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baron and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baron Fifth Avenue does not affect the price movement of the other competitor.

	VVPSX	LCCAX	CGAEX	BIOPX	BGAFX
VVPSX		-0.33	0.51	-0.5	-0.4	VVPSX
LCCAX	-0.33		-0.09	0.97	0.91	LCCAX
CGAEX	0.51	-0.09		-0.19	-0.25	CGAEX
BIOPX	-0.5	0.97	-0.19		0.92	BIOPX
BGAFX	-0.4	0.91	-0.25	0.92		BGAFX
	VVPSX	LCCAX	CGAEX	BIOPX	BGAFX

Click cells to compare fundamentals

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High positive correlations

BIOPX	+ 0.97	LCCAX
BGAFX	+ 0.92	BIOPX
BGAFX	+ 0.91	LCCAX
CGAEX	+ 0.51	VVPSX

High negative correlations

BIOPX	- 0.5	VVPSX
BGAFX	- 0.4	VVPSX
LCCAX	- 0.33	VVPSX
BGAFX	- 0.25	CGAEX
BIOPX	- 0.19	CGAEX
CGAEX	- 0.09	LCCAX

Risk-Adjusted Indicators

There is a big difference between Baron Mutual Fund performing well and Baron Fifth Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baron Fifth's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VVPSX	0.77	(0.07)	0.00	(1.49)	0.00	0.00	1.87	(1.59)	4.74
LCCAX	0.53	(0.03)	(0.06)	0.09	0.70	(0.55)	1.10	(1.50)	3.80
CGAEX	0.73	(0.08)	0.00	(0.08)	0.00	0.00	1.46	(1.90)	4.70
BIOPX	0.88	0.06	0.04	0.17	1.15	(0.89)	2.02	(2.41)	5.79
BGAFX	0.84	0.18	0.05	4.52	1.08	(0.84)	2.12	(1.96)	4.69

Unable to evaluate fundamental data of [VVPSX, LCCAX, CGAEX, BIOPX, BGAFX] at this time. Please try again later

All Fundamental Data

Baron Fifth Competitive Analysis

The better you understand Baron Fifth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Fifth's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baron Fifth's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BFTHX	VVPSX	LCCAX	CGAEX	BIOPX	BGAFX
	0.69 58.60 Baron	0.86 12.63 Vulcan	0.54 38.89 COLUMBIA	0.99 10.99 Calvert	0.50 48.48 Baron	0.05 39.03 Baron
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Very Weak	OK	Very Weak	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Sell	Strong Hold	Hold	Strong Hold	Strong Buy
Net Asset	466.45 M	423.42 M	11.5 B	185.97 M	1.04 B	798.28 M
Minimum Initial Investment	2 K	N/A	N/A	1 K	N/A	N/A
Price To Book	4.79 X	1.99 X	2.61 X	1.53 X	5.12 X	4.06 X
Five Year Return	12.98 %	0.54 %	15.61 %	8.82 %	20.84 %	7.33 %
One Year Return	49.95 %	17.33 %	29.90 %	5.47 %	45.41 %	35.05 %
Last Dividend Paid	N/A	0.02	N/A	0.08	N/A	0.03
Price To Earning	37.08 X	16.98 X	19.85 X	16.67 X	58.86 X	41.83 X
Price To Sales	4.91 X	1.20 X	1.94 X	0.90 X	5.28 X	4.83 X
Cash Position Weight	0.64 %	2.21 %	2.84 %	0.39 %	2.82 %	0.42 %
Equity Positions Weight	98.58 %	97.79 %	97.16 %	99.47 %	90.94 %	88.87 %
Three Year Return	0.69 %	(12.28) %	9.79 %	(6.91) %	3.70 %	(10.94) %
Annual Yield	N/A	0 %	0 %	0.01 %	N/A	N/A
Year To Date Return	38.58 %	5.12 %	22.63 %	1.14 %	37.05 %	25.64 %
Bond Positions Weight	N/A	N/A	N/A	0.14 %	N/A	N/A
Ten Year Return	16.28 %	7.16 %	12.86 %	0.22 %	15.96 %	N/A
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T
Day Typical Price	58.6	12.63	38.89	10.99	48.48	39.03
Period Momentum Indicator	0.4	(0.11)	0.21	(0.11)	0.24	0.02
Rate Of Daily Change	1.01	0.99	1.01	0.99	1.0	1.0
Day Median Price	58.6	12.63	38.89	10.99	48.48	39.03
Price Action Indicator	0.2	(0.06)	0.11	(0.06)	0.12	0.01
Coefficient Of Variation	507.04	(1,766)	975.2	(3,924)	650.5	591.38
Mean Deviation	0.8969	0.7654	0.5335	0.7337	0.8826	0.8394
Jensen Alpha	0.2397	(0.07)	(0.03)	(0.08)	0.0587	0.178
Total Risk Alpha	0.0417	(0.22)	(0.05)	(0.18)	(0.01)	0.0058
Sortino Ratio	0.0821	N/A	(0.06)	N/A	0.0434	0.0468
Downside Variance	1.93	N/A	0.7029	N/A	2.15	1.88
Standard Deviation	1.23	0.9862	0.7559	0.9421	1.25	1.14
Kurtosis	0.8947	0.1414	2.08	0.5181	1.31	1.16
Potential Upside	1.97	1.87	1.1	1.46	2.02	2.12
Treynor Ratio	(3.95)	(1.49)	0.0862	(0.08)	0.1749	4.52
Maximum Drawdown	5.34	4.74	3.8	4.7	5.79	4.69
Variance	1.52	0.9727	0.5714	0.8876	1.57	1.3
Market Risk Adjusted Performance	(3.94)	(1.48)	0.0962	(0.07)	0.1849	4.53
Risk Adjusted Performance	0.1545	(0.04)	0.0783	(0.02)	0.1214	0.1325
Skewness	(0.64)	0.2805	(0.49)	(0.49)	(0.53)	(0.61)
Semi Deviation	1.11	N/A	0.701	N/A	1.15	1.08
Information Ratio	0.0927	(0.19)	(0.07)	(0.16)	0.0509	0.0563
Value At Risk	(2.40)	(1.59)	(1.50)	(1.90)	(2.41)	(1.96)
Expected Short fall	(0.95)	N/A	(0.55)	N/A	(0.89)	(0.84)
Downside Deviation	1.39	N/A	0.8384	N/A	1.47	1.37
Semi Variance	1.24	N/A	0.4914	N/A	1.33	1.17

Baron Fifth Competition Performance Charts

Five steps to successful analysis of Baron Fifth Competition

Baron Fifth's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baron Fifth Avenue in relation to its competition. Baron Fifth's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baron Fifth in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baron Fifth's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baron Fifth Avenue, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baron Fifth position

In addition to having Baron Fifth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Defence Theme or any other thematic opportunities.

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Other Information on Investing in Baron Mutual Fund

Baron Fifth financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Fifth security.

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