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BPTRX vs CGFAX
BPTRX vs CGFAX Comparison
Open Charts BPTRX vs CGFAX
Baron Partners Retail
Price$180.05
Change+$0.70 (+0.39%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer 529A
Price$78.58
Change-$1.32 (-1.65%)
VolumeN/A
CapitalizationN/A
BPTRX vs CGFAX Comparison Chart
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BPTRX vs. CGFAX 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 BPTRX is a Buy and CGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 298B vs. BPTRX (6.1B). 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). CGFAX annual gain was more profitable for investors over the last year : 27.83 vs. BPTRX (22.62). BPTRX return over 5 years is better than : 179.19 vs. CGFAX (54.48).
| 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 | 12.792 | 26.456 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 298B | 2% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 22.62 | 27.83 | 81% |
| Returns for 3 years | -13.55 | -4.40 | 308% |
| Returns for 5 years | 179.19 | 54.48 | 329% |
| Returns for 10 years | 393.93 | 74.79 | 527% |
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