Ad is loading...
BPTRX vs CGFAX
BPTRX vs CGFAX Comparison
Open Charts BPTRX vs CGFAX
Baron Partners Retail
Price$211.85
Change+$8.34 (+4.10%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer 529A
Price$74.40
Change+$1.14 (+1.56%)
VolumeN/A
CapitalizationN/A
BPTRX vs CGFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPTRX vs. CGFAX commentary
Jan 07, 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 BPTRX is a Buy and CGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 303B vs. BPTRX (7.3B). CGFAX pays higher dividends than BPTRX: CGFAX (0.47) vs BPTRX (0.00). BPTRX was incepted earlier than CGFAX: BPTRX (22 years) vs CGFAX (23 years). CGFAX is a more actively managed with annual turnover of: 31.00 vs. BPTRX (5.19). CGFAX has a lower initial minimum investment than BPTRX: CGFAX (250) vs BPTRX (2000). BPTRX annual gain was more profitable for investors over the last year : 37.72 vs. CGFAX (23.30). BPTRX return over 5 years is better than : 199.73 vs. CGFAX (48.68).
| BPTRX | CGFAX | BPTRX / CGFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 0.680 | 1.695 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 303B | 2% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 37.72 | 23.30 | 162% |
| Returns for 3 years | 2.70 | 2.98 | 90% |
| Returns for 5 years | 199.73 | 48.68 | 410% |
| Returns for 10 years | 499.86 | 88.83 | 563% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LFSFX | 29.99 | 0.31 | +1.04% |
| Lord Abbett Focused Small Cap Value F | |||
| EMGAX | 25.12 | 0.20 | +0.80% |
| Allspring Emerging Markets Equity A | |||
| FEUPX | 54.09 | 0.28 | +0.52% |
| American Funds Europacific Growth F3 | |||
| LIRRX | 7.96 | 0.03 | +0.38% |
| Lord Abbett International Value R3 | |||
| BIVIX | 17.11 | -0.21 | -1.21% |
| Invenomic Institutional | |||