Interact to see
Advertisement
Advertisement
BPTRX vs CGFAX
BPTRX vs CGFAX Comparison
Open Charts BPTRX vs CGFAX
American Funds Growth Fund of Amer 529A
Price$81.32
Change+$0.79 (+0.98%)
VolumeN/A
Net Assets322.86B
BPTRX vs CGFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BPTRX vs. CGFAX commentary
Jul 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 StrongBuy and CGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 323B vs. BPTRX (7.47B). CGFAX pays higher dividends than BPTRX: CGFAX (0.33) vs BPTRX (0.00). BPTRX was incepted earlier than CGFAX: BPTRX (22 years) vs CGFAX (23 years). BPTRX (2.24) is less costly to investors than CGFAX (0.65). CGFAX is a more actively managed with annual turnover of: 25.00 vs. BPTRX (1.00). 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 : 23.79 vs. CGFAX (10.74). BPTRX return over 5 years is better than : 126.62 vs. CGFAX (49.82).
| BPTRX | CGFAX | BPTRX / CGFAX | |
| Total Expense Ratio | 2.24 | 0.65 | 345% |
| Annual Report Gross Expense Ratio | 2.24 | 0.65 | 345% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -7.205 | 11.154 | -65% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.47B | 323B | 2% |
| Annual Yield % from dividends | 0.00 | 0.33 | - |
| Returns for 1 year | 23.79 | 10.74 | 222% |
| Returns for 3 years | 47.77 | 59.86 | 80% |
| Returns for 5 years | 126.62 | 49.82 | 254% |
| Returns for 10 years | 398.07 | 91.43 | 435% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement