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BPTIX vs CGFAX
BPTIX vs CGFAX Comparison
Open Charts BPTIX vs CGFAX
Baron Partners Institutional
Price$267.14
Change+$44.75 (+20.12%)
VolumeN/A
Net Assets9.6B
American Funds Growth Fund of Amer 529A
Price$78.09
Change-$9.48 (-10.83%)
VolumeN/A
Net Assets335.97B
BPTIX vs CGFAX Comparison Chart in %
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BPTIX vs. CGFAX commentary
Feb 05, 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 BPTIX is a Hold and CGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CGFAX has more cash in the bank: 336B vs. BPTIX (9.6B). CGFAX pays higher dividends than BPTIX: CGFAX (0.25) vs BPTIX (0.00). BPTIX was incepted earlier than CGFAX: BPTIX (17 years) vs CGFAX (24 years). BPTIX (1.99) is less costly to investors than CGFAX (0.62). CGFAX is a more actively managed with annual turnover of: 32.00 vs. BPTIX (1.00). CGFAX has a lower initial minimum investment than BPTIX: CGFAX (250) vs BPTIX (1000000). BPTIX annual gain was more profitable for investors over the last year : 21.63 vs. CGFAX (2.57). BPTIX return over 5 years is better than : 42.41 vs. CGFAX (13.28).
| BPTIX | CGFAX | BPTIX / CGFAX | |
| Total Expense Ratio | 1.99 | 0.62 | 321% |
| Annual Report Gross Expense Ratio | 1.99 | 0.62 | 321% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 0.789 | -1.014 | -78% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.6B | 336B | 3% |
| Annual Yield % from dividends | 0.00 | 0.25 | - |
| Returns for 1 year | 21.63 | 2.57 | 842% |
| Returns for 3 years | 86.46 | 44.42 | 195% |
| Returns for 5 years | 42.41 | 13.28 | 319% |
| Returns for 10 years | 828.54 | 123.98 | 668% |
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