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BPTRX vs CGFAX
BPTRX vs CGFAX Comparison
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BPTRX vs CGFAX Comparison Chart in %
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BPTRX vs. CGFAX commentary
Jul 28, 2026
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.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 357B vs. BPTRX (14.9B). CGFAX pays higher dividends than BPTRX: CGFAX (0.23) vs BPTRX (0.00). BPTRX was incepted earlier than CGFAX: BPTRX (23 years) vs CGFAX (24 years). BPTRX (1.91) is less costly to investors than CGFAX (0.62). CGFAX is a more actively managed with annual turnover of: 32.00 vs. BPTRX (5.00). 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 : 21.63 vs. CGFAX (-0.49). BPTRX return over 5 years is better than : 45.35 vs. CGFAX (11.27).
| BPTRX | CGFAX | BPTRX / CGFAX | |
| Total Expense Ratio | 1.91 | 0.62 | 308% |
| Annual Report Gross Expense Ratio | 1.91 | 0.62 | 308% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -3.038 | 4.272 | -71% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 357B | 4% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 21.63 | -0.49 | -4,378% |
| Returns for 3 years | 51.33 | 33.57 | 153% |
| Returns for 5 years | 45.35 | 11.27 | 402% |
| Returns for 10 years | 551.52 | 99.69 | 553% |
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