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BPTIX vs CGFAX
BPTIX vs CGFAX Comparison
Open Charts BPTIX vs CGFAX
Baron Partners Institutional
Price$240.73
Change+$1.34 (+0.56%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer 529A
Price$83.21
Change-$0.41 (-0.49%)
VolumeN/A
CapitalizationN/A
BPTIX vs CGFAX Comparison Chart
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BPTIX vs. CGFAX commentary
Dec 19, 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 Hold and CGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 315B vs. BPTIX (7.3B). CGFAX pays higher dividends than BPTIX: CGFAX (0.47) vs BPTIX (0.00). BPTIX was incepted earlier than CGFAX: BPTIX (16 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). BPTIX annual gain was more profitable for investors over the last year : 44.19 vs. CGFAX (35.26). BPTIX return over 5 years is better than : 245.33 vs. CGFAX (57.09).
| BPTIX | CGFAX | BPTIX / CGFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 44.835 | 33.907 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 315B | 2% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 44.19 | 35.26 | 125% |
| Returns for 3 years | 26.85 | 18.72 | 143% |
| Returns for 5 years | 245.33 | 57.09 | 430% |
| Returns for 10 years | 549.37 | 102.90 | 534% |
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