AMGCX vs BPTRX

Both AMGCX and BPTRX are mutual funds. AMGCX has a lower 5-year return than BPTRX (6.26% vs 23.86%). AMGCX has a higher expense ratio than BPTRX (2% vs 1.28%). Below is the comparison between AMGCX and BPTRX.

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AMGCX BPTRX
Security Type Mutual fund Mutual fund
Finny Score 0 60
Category Mid-Cap Growth Mid-Cap Growth
Family Alger Baron Capital Group, Inc.
Net Assets $7.32M $3.38B
Expense Ratio 2.00% 1.28%
Management Style active active
30-Day Yield 5.21% 0.00%
Minimum Investment $1,000 $2,000
YTD Return 10.67% 20.20%
1-Year Return 1.81% -1.22%
3-Year Return 4.95% 29.12%
5-Year Return 6.26% 23.86%
10-Year Return 8.52% 19.01%

AMGCX

AMGCX description

The Fund seeks to invest in midsize companies with promising growth potential by investing primarily in equity securities of firms having a market capitalization within range of companies in the S&P MidCap 400 Index.

AMGCX performance & returns
YTD Return 10.67%
1-Month Return 3.53%
3-Month Return 4.01%
1-Year Return 1.81%
3-Year Return 4.95%
5-Year Return 6.26%
10-Year Return 8.52%
AMGCX expense ratio is 2%.

AMGCX holdings

Top 10 Holdings (28.62% of Total Assets)

Name Symbol % Assets
FirstService Corp Ordinary Shares FSV 3.26%
Constellation Software Inc CSU 3.17%
AutoZone Inc AZO 3.11%
Diamondback Energy Inc FANG 3.08%
MSCI Inc MSCI 2.94%
GFL Environmental Inc GFL 2.73%
Cadence Design Systems Inc CDNS 2.70%
TransDigm Group Inc TDG 2.56%
Heico Corp HEI 2.54%
ON Semiconductor Corp ON 2.52%

AMGCX pros

None that we could think of.

AMGCX cons

The following are AMGCX weaknesses from our perspective:

  • AMGCX net assets are $7.32 million. This fund is not a popular choice with retail investors.
  • AMGCX 3-year return is 4.95%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 21.26%.
  • AMGCX 5-year return is 6.26%, which is lower than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 20.18%.
  • AMGCX 10-year return is 8.52%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 14.07%.
  • AMGCX expense ratio is 2%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

Other relevant AMGCX comparisons

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BPTRX

BPTRX description

The Fund seeks capital appreciation. The Fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. The Fund purchases securities in businesses that the Adviser believes could increase in value 100% within four subsequent years.

BPTRX performance & returns
YTD Return 20.20%
1-Month Return 10.83%
3-Month Return -2.88%
1-Year Return -1.22%
3-Year Return 29.12%
5-Year Return 23.86%
10-Year Return 19.01%
BPTRX expense ratio is 1.28%.

BPTRX holdings

Top 10 Holdings (89.39% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 42.40%
CoStar Group Inc CSGP 8.51%
Arch Capital Group Ltd ACGL 7.48%
IDEXX Laboratories Inc IDXX 6.73%
Hyatt Hotels Corp Class A H 6.25%
FactSet Research Systems Inc FDS 5.10%
Charles Schwab Corp SCHW 4.41%
Vail Resorts Inc MTN 4.34%
Iridium Communications Inc IRDM 4.17%

BPTRX pros

The following are BPTRX strengths from our perspective:

  • BPTRX 3-year return is 30.08%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 22.56%.
  • BPTRX 5-year return is 23.53%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 21.98%.
  • BPTRX 10-year return is 18.61%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 15.99%.

BPTRX cons

The following are BPTRX weaknesses from our perspective:

  • BPTRX expense ratio is 1.28%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

Other relevant BPTRX comparisons

You may also want to check out the following BPTRX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.