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BPTIX vs CGFAX
BPTIX vs CGFAX Comparison
Open Charts BPTIX vs CGFAX
Baron Partners Institutional
Price$187.90
Change+$0.74 (+0.40%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer 529A
Price$78.58
Change-$1.32 (-1.65%)
VolumeN/A
CapitalizationN/A
BPTIX vs CGFAX Comparison Chart
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BPTIX vs. CGFAX commentary
Nov 18, 2024
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 Buy and CGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 298B vs. BPTIX (6.1B). CGFAX pays higher dividends than BPTIX: CGFAX (0.47) vs BPTIX (0.00). BPTIX was incepted earlier than CGFAX: BPTIX (15 years) vs CGFAX (23 years). CGFAX is a more actively managed with annual turnover of: 31.00 vs. BPTIX (5.19). CGFAX has a lower initial minimum investment than BPTIX: CGFAX (250) vs BPTIX (1000000). CGFAX annual gain was more profitable for investors over the last year : 27.83 vs. BPTIX (22.95). BPTIX return over 5 years is better than : 184.18 vs. CGFAX (54.48).
| BPTIX | CGFAX | BPTIX / CGFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.050 | 26.456 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 298B | 2% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 22.95 | 27.83 | 82% |
| Returns for 3 years | -12.70 | -4.40 | 289% |
| Returns for 5 years | 184.18 | 54.48 | 338% |
| Returns for 10 years | 409.45 | 74.79 | 547% |
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