BPTIX
Price
$204.15
Change
+$0.82 (+0.40%)
Updated
Jul 3 closing price
Net Assets
7.47B
RGAHX
Price
$81.72
Change
+$0.80 (+0.99%)
Updated
Jul 3 closing price
Net Assets
322.86B
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BPTIX vs RGAHX

Header iconBPTIX vs RGAHX Comparison
Open Charts BPTIX vs RGAHXBanner chart's image
Baron Partners Institutional
Price$204.15
Change+$0.82 (+0.40%)
VolumeN/A
Net Assets7.47B
American Funds Growth Fund of Amer R5E
Price$81.72
Change+$0.80 (+0.99%)
VolumeN/A
Net Assets322.86B
BPTIX vs RGAHX Comparison Chart in %
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BPTIX vs. RGAHX commentary
Jul 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 BPTIX is a Buy and RGAHX is a Buy.

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FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 323B vs. BPTIX (7.47B). RGAHX pays higher dividends than BPTIX: RGAHX (0.47) vs BPTIX (0.00). BPTIX was incepted earlier than RGAHX: BPTIX (16 years) vs RGAHX (10 years). BPTIX (1.99) is less costly to investors than RGAHX (0.44). RGAHX is a more actively managed with annual turnover of: 25.00 vs. BPTIX (1.00). RGAHX has a lower initial minimum investment than BPTIX: RGAHX (250) vs BPTIX (1000000). BPTIX annual gain was more profitable for investors over the last year : 24.14 vs. RGAHX (10.98). BPTIX return over 5 years is better than : 130.70 vs. RGAHX (50.13).
BPTIXRGAHXBPTIX / RGAHX
Total Expense Ratio1.990.44452%
Annual Report Gross Expense Ratio1.990.44452%
Fund Existence16 years10 years-
Gain YTD-7.08611.275-63%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets7.47B323B2%
Annual Yield % from dividends0.000.47-
Returns for 1 year24.1410.98220%
Returns for 3 years49.0960.1482%
Returns for 5 years130.7050.13261%
Returns for 10 years413.78N/A-
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