BPTRX
Price
$195.26
Change
+$0.79 (+0.41%)
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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BPTRX vs RGAHX

Header iconBPTRX vs RGAHX Comparison
Open Charts BPTRX vs RGAHXBanner chart's image
Baron Partners Retail
Price$195.26
Change+$0.79 (+0.41%)
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
BPTRX vs RGAHX Comparison Chart in %
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BPTRX 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 BPTRX is a Buy and RGAHX is a Buy.

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FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 323B vs. BPTRX (7.47B). RGAHX pays higher dividends than BPTRX: RGAHX (0.47) 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 : 23.79 vs. RGAHX (10.98). BPTRX return over 5 years is better than : 126.62 vs. RGAHX (50.13).
BPTRXRGAHXBPTRX / RGAHX
Total Expense Ratio2.240.44509%
Annual Report Gross Expense Ratio2.240.44509%
Fund Existence22 years10 years-
Gain YTD-7.20511.275-64%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets7.47B323B2%
Annual Yield % from dividends0.000.47-
Returns for 1 year23.7910.98217%
Returns for 3 years47.7760.1479%
Returns for 5 years126.6250.13253%
Returns for 10 years398.07N/A-
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