BPTIX
Price
$203.88
Change
+$3.88 (+1.94%)
Updated
Jul 10 closing price
Net Assets
7.32B
RGAHX
Price
$82.07
Change
+$0.16 (+0.20%)
Updated
Jul 10 closing price
Net Assets
323.45B
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BPTIX vs RGAHX

Header iconBPTIX vs RGAHX Comparison
Open Charts BPTIX vs RGAHXBanner chart's image
Baron Partners Institutional
Price$203.88
Change+$3.88 (+1.94%)
VolumeN/A
Net Assets7.32B
American Funds Growth Fund of Amer R5E
Price$82.07
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets323.45B
BPTIX vs RGAHX Comparison Chart in %
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BPTIX vs. RGAHX commentary
Jul 11, 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 StrongBuy and RGAHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 323B vs. BPTIX (7.32B). RGAHX pays higher dividends than BPTIX: RGAHX (0.47) vs BPTIX (0.00). BPTIX was incepted earlier than RGAHX: BPTIX (16 years) vs RGAHX (10 years). BPTIX (1.99) is less costly to investors than RGAHX (0.44). RGAHX is a more actively managed with annual turnover of: 25.00 vs. BPTIX (1.00). RGAHX has a lower initial minimum investment than BPTIX: RGAHX (250) vs BPTIX (1000000). BPTIX annual gain was more profitable for investors over the last year : 18.45 vs. RGAHX (9.81). BPTIX return over 5 years is better than : 103.09 vs. RGAHX (45.15).
BPTIXRGAHXBPTIX / RGAHX
Total Expense Ratio1.990.44452%
Annual Report Gross Expense Ratio1.990.44452%
Fund Existence16 years10 years-
Gain YTD-8.97511.751-76%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.32B323B2%
Annual Yield % from dividends0.000.47-
Returns for 1 year18.459.81188%
Returns for 3 years44.6859.4075%
Returns for 5 years103.0945.15228%
Returns for 10 years399.83N/A-
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