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BPTRX vs VIGIX
BPTRX vs VIGIX Comparison
Open Charts BPTRX vs VIGIX
Baron Partners Retail
Price$211.85
Change+$8.34 (+4.10%)
VolumeN/A
CapitalizationN/A
Vanguard Growth Index Institutional
Price$214.38
Change+$3.56 (+1.69%)
VolumeN/A
CapitalizationN/A
BPTRX vs VIGIX Comparison Chart
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BPTRX vs. VIGIX commentary
Jan 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 Buy and VIGIX is a Buy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 282B vs. BPTRX (7.3B). VIGIX pays higher dividends than BPTRX: VIGIX (0.53) vs BPTRX (0.00). BPTRX was incepted earlier than VIGIX: BPTRX (22 years) vs VIGIX (27 years). BPTRX (5.19) and VIGIX (5.00) have comparable annual turnover. BPTRX has a lower initial minimum investment than VIGIX: BPTRX (2000) vs VIGIX (5000000). VIGIX (38.36) and BPTRX (37.72) have marching annual gain over last year. BPTRX return over 5 years is better than : 199.73 vs. VIGIX (126.98).
| BPTRX | VIGIX | BPTRX / VIGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 0.680 | 1.491 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 282B | 3% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 37.72 | 38.36 | 98% |
| Returns for 3 years | 2.70 | 30.63 | 9% |
| Returns for 5 years | 199.73 | 126.98 | 157% |
| Returns for 10 years | 499.86 | 312.46 | 160% |
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