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BPTIX vs RGAHX
BPTIX vs RGAHX Comparison
Open Charts BPTIX vs RGAHX
Baron Partners Institutional
Price$193.12
Change+$3.17 (+1.67%)
VolumeN/A
Net Assets6.66B
American Funds Growth Fund of Amer R5E
Price$71.62
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets285.48B
BPTIX vs RGAHX Comparison Chart
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BPTIX vs. RGAHX commentary
May 12, 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 Buy and RGAHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 285B vs. BPTIX (6.66B). RGAHX pays higher dividends than BPTIX: RGAHX (0.54) vs BPTIX (0.00). BPTIX was incepted earlier than RGAHX: BPTIX (16 years) vs RGAHX (9 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 : 31.89 vs. RGAHX (3.25). BPTIX return over 5 years is better than : 169.65 vs. RGAHX (44.87).
| BPTIX | RGAHX | BPTIX / RGAHX | |
| Total Expense Ratio | 1.99 | 0.44 | 452% |
| Annual Report Gross Expense Ratio | 1.99 | 0.44 | 452% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -12.106 | -2.478 | 489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.66B | 285B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 31.89 | 3.25 | 980% |
| Returns for 3 years | 32.44 | 33.40 | 97% |
| Returns for 5 years | 169.65 | 44.87 | 378% |
| Returns for 10 years | 397.09 | N/A | - |
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