Interact to see
Advertisement
Advertisement
BPTIX vs BPTRX
BPTIX vs BPTRX Comparison
Open Charts BPTIX vs BPTRX
Baron Partners Institutional
Price$201.50
Change-$0.44 (-0.22%)
VolumeN/A
Net Assets7.47B
BPTIX vs BPTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BPTIX vs. BPTRX commentary
Jun 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BPTIX is a Hold and BPTRX is a Hold.
FUNDAMENTALS
Fundamentals
BPTIX (7.47B) and BPTRX (7.47B) have equal amount of cash in the bank . BPTIX (0.00) and BPTRX (0.00) have matching dividends . BPTIX was incepted earlier than BPTRX: BPTIX (16 years) vs BPTRX (22 years). BPTRX (2.24) is less costly to investors than BPTIX (1.99). BPTIX (1.00) and BPTRX (1.00) have comparable annual turnover. BPTRX has a lower initial minimum investment than BPTIX: BPTRX (2000) vs BPTIX (1000000). BPTIX (38.66) and BPTRX (38.27) have marching annual gain over last year. BPTIX (145.61) and BPTRX (141.27) have equivalent 5 years return.
| BPTIX | BPTRX | BPTIX / BPTRX | |
| Total Expense Ratio | 1.99 | 2.24 | 89% |
| Annual Report Gross Expense Ratio | 1.99 | 2.24 | 89% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -8.292 | -8.397 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.47B | 7.47B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 38.66 | 38.27 | 101% |
| Returns for 3 years | 47.45 | 46.16 | 103% |
| Returns for 5 years | 145.61 | 141.27 | 103% |
| Returns for 10 years | 400.10 | 384.89 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WPOIX | 11.81 | 0.02 | +0.17% |
| Weitz Partners III Opportunity Investor | |||
| QCELX | 19.59 | -0.04 | -0.20% |
| AQR Large Cap Multi-Style I | |||
| RICCX | 59.90 | -0.22 | -0.37% |
| American Funds Invmt Co of Amer R3 | |||
| FGSAX | 61.57 | -0.24 | -0.39% |
| Federated Hermes MDT Mid Cap Growth A | |||
| GMEYX | 12.77 | -0.05 | -0.39% |
| GuideStone Funds Impact Equity Instl | |||