BPTRX
Price
$204.81
Change
-$2.18 (-1.05%)
Updated
Sep 8 closing price
Net Assets
7.43B
RGAHX
Price
$85.60
Change
+$0.67 (+0.79%)
Updated
Sep 8 closing price
Net Assets
332.38B
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BPTRX vs RGAHX

Header iconBPTRX vs RGAHX Comparison
Open Charts BPTRX vs RGAHXBanner chart's image
Baron Partners Retail
Price$204.81
Change-$2.18 (-1.05%)
VolumeN/A
Net Assets7.43B
American Funds Growth Fund of Amer R5E
Price$85.60
Change+$0.67 (+0.79%)
VolumeN/A
Net Assets332.38B
BPTRX vs RGAHX Comparison Chart in %
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BPTRX vs. RGAHX commentary
Sep 10, 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: 332B vs. BPTRX (7.43B). RGAHX pays higher dividends than BPTRX: RGAHX (0.46) 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 : 35.21 vs. RGAHX (21.82). BPTRX return over 5 years is better than : 86.06 vs. RGAHX (45.47).
BPTRXRGAHXBPTRX / RGAHX
Total Expense Ratio2.240.44509%
Annual Report Gross Expense Ratio2.240.44509%
Fund Existence22 years10 years-
Gain YTD-2.66616.558-16%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets7.43B332B2%
Annual Yield % from dividends0.000.46-
Returns for 1 year35.2121.82161%
Returns for 3 years24.9653.5147%
Returns for 5 years86.0645.47189%
Returns for 10 years468.85N/A-
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