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BPTIX vs BPTRX
BPTIX vs BPTRX Comparison
Open Charts BPTIX vs BPTRX
Baron Partners Institutional
Price$209.17
Change-$0.23 (-0.11%)
VolumeN/A
Net Assets7.32B
BPTIX vs BPTRX Comparison Chart in %
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BPTIX vs. BPTRX commentary
Aug 09, 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 (7.32B) and BPTRX (7.32B) 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 (42.49) and BPTRX (42.09) have marching annual gain over last year. BPTIX (103.54) and BPTRX (99.93) 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 | -4.697 | -4.843 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.32B | 7.32B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 42.49 | 42.09 | 101% |
| Returns for 3 years | 25.99 | 24.87 | 104% |
| Returns for 5 years | 103.54 | 99.93 | 104% |
| Returns for 10 years | 431.24 | 415.07 | 104% |
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