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BPTIX vs RGEBX
BPTIX vs RGEBX Comparison
Open Charts BPTIX vs RGEBX
Baron Partners Institutional
Price$211.03
Change-$1.21 (-0.57%)
VolumeN/A
Net Assets7.43B
American Funds Growth Fund of Amer R2E
Price$81.40
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets329.22B
BPTIX vs RGEBX Comparison Chart in %
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BPTIX vs. RGEBX commentary
Aug 17, 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 Hold and RGEBX is a Buy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 329B vs. BPTIX (7.43B). BPTIX (0.00) and RGEBX (0.00) have matching dividends . BPTIX was incepted earlier than RGEBX: BPTIX (16 years) vs RGEBX (11 years). BPTIX (1.99) is less costly to investors than RGEBX (1.09). RGEBX is a more actively managed with annual turnover of: 25.00 vs. BPTIX (1.00). RGEBX has a lower initial minimum investment than BPTIX: RGEBX (250) vs BPTIX (1000000). BPTIX annual gain was more profitable for investors over the last year : 34.21 vs. RGEBX (13.85). BPTIX return over 5 years is better than : 94.26 vs. RGEBX (40.64).
| BPTIX | RGEBX | BPTIX / RGEBX | |
| Total Expense Ratio | 1.99 | 1.09 | 183% |
| Annual Report Gross Expense Ratio | 1.99 | 1.09 | 183% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | -3.955 | 13.942 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.43B | 329B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 34.21 | 13.85 | 247% |
| Returns for 3 years | 19.94 | 40.38 | 49% |
| Returns for 5 years | 94.26 | 40.64 | 232% |
| Returns for 10 years | 434.03 | 79.50 | 546% |
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