BPTRX
Price
$193.63
Change
+$0.14 (+0.07%)
Updated
Jun 13 closing price
Net Assets
7.47B
RGAHX
Price
$77.22
Change
-$0.93 (-1.19%)
Updated
Jun 13 closing price
Net Assets
306.22B
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BPTRX vs RGAHX

Header iconBPTRX vs RGAHX Comparison
Open Charts BPTRX vs RGAHXBanner chart's image
Baron Partners Retail
Price$193.63
Change+$0.14 (+0.07%)
VolumeN/A
Net Assets7.47B
American Funds Growth Fund of Amer R5E
Price$77.22
Change-$0.93 (-1.19%)
VolumeN/A
Net Assets306.22B
BPTRX vs RGAHX Comparison Chart
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BPTRX vs. RGAHX commentary
Jun 15, 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 RGAHX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 306B vs. BPTRX (7.47B). RGAHX pays higher dividends than BPTRX: RGAHX (0.50) vs BPTRX (0.00). BPTRX was incepted earlier than RGAHX: BPTRX (22 years) vs RGAHX (10 years). BPTRX (2.24) is less costly to investors than RGAHX (0.44). RGAHX is a more actively managed with annual turnover of: 25.00 vs. BPTRX (1.00). RGAHX has a lower initial minimum investment than BPTRX: RGAHX (250) vs BPTRX (2000). BPTRX annual gain was more profitable for investors over the last year : 39.02 vs. RGAHX (7.38). BPTRX return over 5 years is better than : 153.81 vs. RGAHX (49.84).
BPTRXRGAHXBPTRX / RGAHX
Total Expense Ratio2.240.44509%
Annual Report Gross Expense Ratio2.240.44509%
Fund Existence22 years10 years-
Gain YTD-7.9795.147-155%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets7.47B306B2%
Annual Yield % from dividends0.000.50-
Returns for 1 year39.027.38529%
Returns for 3 years52.4553.8597%
Returns for 5 years153.8149.84309%
Returns for 10 years398.22N/A-
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