Both AMGCX and BPTRX are mutual funds. AMGCX has a lower 5-year return than BPTRX (9.28% vs 27.29%). AMGCX has a higher expense ratio than BPTRX (2% vs 1.3%). Below is the comparison between AMGCX and BPTRX.
|Security Type||Mutual fund||Mutual fund|
|Segment||U.S. Equity: Mid-Cap Growth||U.S. Equity: Mid-Cap Growth|
|Family||Alger||Baron Capital Group, Inc.|
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
Top 10 Holdings (18.47% of Total Assets)
|Advanced Micro Devices Inc||AMD||3.36%|
|US Foods Holding Corp||USFD||1.95%|
|Warrant on Forte Biosciences Inc Ordinary Shares||N/A||1.74%|
|Forte Biosciences Inc Ordinary Shares||FBRX||1.62%|
|Vail Resorts Inc||MTN||1.54%|
|Veeva Systems Inc Class A||VEEV||1.51%|
|Cadence Design Systems Inc||CDNS||1.50%|
|Universal Display Corp||OLED||1.42%|
The following are AMGCX strengths from our perspective:
The following are AMGCX weaknesses from our perspective:
- AMGCX net assets are $5.30 million. This fund is not a popular choice with retail investors.
- AMGCX 10-year return is 10.7%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
- AMGCX 15-year return is 5.34%, which is lower than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.
- 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 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
Other relevant AMGCX comparisons
You may also want to check out the following AMGCX comparisons that investors often look for on Finny
- AMGCX vs RPMGX
- AMGCX vs VMGMX
- AMGCX vs FMCSX
- AMGCX vs CIPIX
- AMGCX vs OEGAX
- AMGCX vs TWHIX
- AMGCX vs JAENX
- AMGCX vs VMGRX
- AMGCX vs FRSGX
- AMGCX vs BPTRX
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
Top 10 Holdings (94.20% of Total Assets)
|CoStar Group Inc||CSGP||13.28%|
|IDEXX Laboratories Inc||IDXX||6.60%|
|Zillow Group Inc A||ZG||5.83%|
|FactSet Research Systems Inc||FDS||4.89%|
|Vail Resorts Inc||MTN||4.13%|
|Space Exploration Technologies Corp.||N/A||4.06%|
|Arch Capital Group Ltd||ACGL||4.03%|
|Hyatt Hotels Corp||H||3.23%|
|Charles Schwab Corp||SCHW||2.95%|
The following are BPTRX strengths from our perspective:
- BPTRX 3-year return is 38.32%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 7.11%.
- BPTRX 5-year return is 27.29%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.94%.
- BPTRX 10-year return is 22.32%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
- BPTRX 15-year return is 13.72%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.
The following are BPTRX weaknesses from our perspective:
- BPTRX expense ratio is 1.3%, 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
- BPTRX vs RPMGX
- BPTRX vs VMGMX
- BPTRX vs FMCSX
- BPTRX vs CIPIX
- BPTRX vs OEGAX
- BPTRX vs TWHIX
- BPTRX vs JAENX
- BPTRX vs VMGRX
- BPTRX vs FRSGX
- BPTRX vs APHMX