BPTRX
Price
$196.02
Change
-$5.96 (-2.95%)
Updated
Feb 21 closing price
Net Assets
8.21B
CGFAX
Price
$75.41
Change
-$1.81 (-2.34%)
Updated
Feb 21 closing price
Net Assets
304.33B
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BPTRX vs CGFAX

Header iconBPTRX vs CGFAX Comparison
Open Charts BPTRX vs CGFAXBanner chart's image
Baron Partners Retail
Price$196.02
Change-$5.96 (-2.95%)
VolumeN/A
Net Assets8.21B
American Funds Growth Fund of Amer 529A
Price$75.41
Change-$1.81 (-2.34%)
VolumeN/A
Net Assets304.33B
BPTRX vs CGFAX Comparison Chart
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BPTRX vs. CGFAX commentary
Feb 23, 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 Hold and CGFAX is a Hold.

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FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 304B vs. BPTRX (8.21B). 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 : 34.02 vs. CGFAX (12.22). BPTRX return over 5 years is better than : 119.09 vs. CGFAX (42.74).
BPTRXCGFAXBPTRX / CGFAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years23 years-
Gain YTD-6.8433.075-223%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets8.21B304B3%
Annual Yield % from dividends0.000.47-
Returns for 1 year34.0212.22278%
Returns for 3 years23.1523.20100%
Returns for 5 years119.0942.74279%
Returns for 10 years423.2977.68545%
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