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BFTHX vs TRBCX

Both BFTHX and TRBCX are mutual funds. BFTHX has a higher 5-year return than TRBCX (26.02% vs 23.3%). BFTHX has a higher expense ratio than TRBCX (1% vs 0.68%). Below is the comparison between BFTHX and TRBCX.

BFTHX TRBCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Growth U.S. Equity: Large Growth
Family Baron Capital Group, Inc. T. Rowe Price
Net Assets $190.40M $60.52B
Expense Ratio 1.00% 0.68%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $2,500.00
YTD Return 14.30% 15.44%
1-Year Return 8.10% 6.93%
3-Year Return 26.20% 21.96%
5-Year Return 26.02% 23.30%
10-Year Return 18.74% 18.59%

BFTHX description

The Fund seeks capital appreciation through investments primarily in securities of large-sized growth companies. The Fund invests primarily in equity securities in the form of common stocks of large-sized growth companies with market capitalizations of more than $5 billion at the time of purchase.

BFTHX performance & returns

YTD Return 14.30%
1-Month Return 2.17%
3-Month Return 8.10%
1-Year Return 8.10%
3-Year Return 26.20%
5-Year Return 26.02%
10-Year Return 18.74%
BFTHX expense ratio is 1%.

BFTHX holdings

Top 10 Holdings (42.16% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 9.70%
Veeva Systems Inc Class A VEEV 4.91%
Alibaba Group Holding Ltd ADR BABA 4.75%
Mastercard Inc A MA 4.01%
Intuitive Surgical Inc ISRG 3.52%
Facebook Inc A FB 3.28%
Twilio Inc A TWLO 3.27%
Visa Inc Class A V 2.97%
ServiceNow Inc NOW 2.88%
EPAM Systems Inc EPAM 2.87%

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TRBCX description

The Fund seeks to provide long-term capital growth with income as a secondary objective. The Fund invests at least 80% of its net assets in the common stocks of large and medium-sized blue chip growth companies, focusing on companies with leading market positions, seasoned management and strong financial fundamentals.

TRBCX performance & returns

YTD Return 15.44%
1-Month Return 2.57%
3-Month Return 6.93%
1-Year Return 6.93%
3-Year Return 21.96%
5-Year Return 23.30%
10-Year Return 18.59%
TRBCX expense ratio is 0.68%.

TRBCX holdings

Top 10 Holdings (49.07% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 11.84%
Facebook Inc A FB 6.53%
Microsoft Corp MSFT 5.24%
Alibaba Group Holding Ltd ADR BABA 4.93%
Alphabet Inc Class C GOOG 4.77%
Apple Inc AAPL 4.73%
Visa Inc Class A V 3.08%
Mastercard Inc A MA 2.72%
PayPal Holdings Inc PYPL 2.62%
Tencent Holdings Ltd 00700 2.61%

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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.
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