BPTIX
Price
$211.29
Change
-$1.44 (-0.68%)
Updated
Nov 18 closing price
Net Assets
7.61B
RGAHX
Price
$85.18
Change
+$0.45 (+0.53%)
Updated
Nov 19 closing price
Net Assets
327.37B
Interact to see
Advertisement

BPTIX vs RGAHX

Header iconBPTIX vs RGAHX Comparison
Open Charts BPTIX vs RGAHXBanner chart's image
Baron Partners Institutional
Price$211.29
Change-$1.44 (-0.68%)
VolumeN/A
Net Assets7.61B
American Funds Growth Fund of Amer R5E
Price$85.18
Change+$0.45 (+0.53%)
VolumeN/A
Net Assets327.37B
BPTIX vs RGAHX Comparison Chart in %
View a ticker or compare two or three
VS
BPTIX vs. RGAHX commentary
Nov 20, 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 Hold and RGAHX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 327B vs. BPTIX (7.61B). RGAHX pays higher dividends than BPTIX: RGAHX (0.44) 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 : 9.49 vs. RGAHX (7.29). BPTIX return over 5 years is better than : 49.57 vs. RGAHX (33.63).
BPTIXRGAHXBPTIX / RGAHX
Total Expense Ratio1.990.44452%
Annual Report Gross Expense Ratio1.990.44452%
Fund Existence16 years10 years-
Gain YTD-3.83515.373-25%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.61B327B2%
Annual Yield % from dividends0.000.44-
Returns for 1 year9.497.29130%
Returns for 3 years57.5362.3692%
Returns for 5 years49.5733.63147%
Returns for 10 years492.1988.07559%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RGREX9.16N/A
N/A
Invesco Global Real Estate R
BTIIX179.58N/A
N/A
DWS Equity 500 Index Inst
PMFJX21.27N/A
N/A
Principal MidCap S&P 400 Index J
ASVGX9.52N/A
N/A
American Century Small Cap Value R5
AMRMX61.62-0.21
-0.34%
American Funds American Mutual A