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BPTIX
Price
$187.90
Change
+$0.74 (+0.40%)
Updated
Nov 15 closing price
GAFFX
Price
$80.09
Change
-$1.35 (-1.66%)
Updated
Nov 15 closing price
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BPTIX vs GAFFX

Header iconBPTIX vs GAFFX Comparison
Open Charts BPTIX vs GAFFXBanner chart's image
Baron Partners Institutional
Price$187.90
Change+$0.74 (+0.40%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer F3
Price$80.09
Change-$1.35 (-1.66%)
VolumeN/A
CapitalizationN/A
BPTIX vs GAFFX Comparison Chart
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BPTIX vs. GAFFX 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 GAFFX is a StrongBuy.

FUNDAMENTALS
Fundamentals
GAFFX has more cash in the bank: 298B vs. BPTIX (6.1B). GAFFX pays higher dividends than BPTIX: GAFFX (0.75) vs BPTIX (0.00). BPTIX was incepted earlier than GAFFX: BPTIX (15 years) vs GAFFX (8 years). GAFFX is a more actively managed with annual turnover of: 31.00 vs. BPTIX (5.19). BPTIX (1000000) and GAFFX (1000000) have matching initial minimum investment requirements. GAFFX annual gain was more profitable for investors over the last year : 28.41 vs. BPTIX (22.95). BPTIX return over 5 years is better than : 184.18 vs. GAFFX (54.44).
BPTIXGAFFXBPTIX / GAFFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years8 years-
Gain YTD13.05026.82549%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.1B298B2%
Annual Yield % from dividends0.000.75-
Returns for 1 year22.9528.4181%
Returns for 3 years-12.70-3.78336%
Returns for 5 years184.1854.44338%
Returns for 10 years409.45N/A-
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