BPTRX vs FMCSX

Both BPTRX and FMCSX are mutual funds. BPTRX has a higher 5-year return than FMCSX (27.29% vs 11.52%). BPTRX has a higher expense ratio than FMCSX (1.3% vs 0.77%). Below is the comparison between BPTRX and FMCSX.

BPTRX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baron Capital Group, Inc. Fidelity Investments
Net Assets $3.01B $6.03B
Expense Ratio 1.30% 0.77%
Management Style active active
Dividend Yield 0.00% 1.22%
Minimum Investment $3,000.00 $2,500.00
YTD Return -33.78% -8.23%
1-Year Return -19.61% -5.15%
3-Year Return 38.32% 13.27%
5-Year Return 27.29% 11.52%
10-Year Return 22.32% 13.00%

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 -33.78%
1-Month Return -24.62%
3-Month Return -19.61%
1-Year Return -19.61%
3-Year Return 38.32%
5-Year Return 27.29%
10-Year Return 22.32%
BPTRX expense ratio is 1.3%.

BPTRX holdings

Top 10 Holdings (94.20% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 45.20%
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%

BPTRX pros

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%.

BPTRX cons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.

FMCSX

FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns
YTD Return -8.23%
1-Month Return -9.56%
3-Month Return -5.15%
1-Year Return -5.15%
3-Year Return 13.27%
5-Year Return 11.52%
10-Year Return 13.00%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

FMCSX pros

The following are FMCSX strengths from our perspective:

  • FMCSX 3-year return is 13.27%, which is higher than the 3-year return of the benchmark index (S&P MidCap 400 TR), 9.99%.
  • FMCSX 5-year return is 11.52%, which is higher than the 5-year return of the benchmark index (S&P MidCap 400 TR), 8.53%.
  • FMCSX 10-year return is 13%, which is higher than the 10-year return of the benchmark index (S&P MidCap 400 TR), 11.89%.
  • FMCSX 15-year return is 8.15%, which is in line with the 15-year return of the benchmark index (S&P MidCap 400 TR), 8.38%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FMCSX cons

The following are FMCSX weaknesses from our perspective:

  • FMCSX expense ratio is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMCSX comparisons

You may also want to check out the following FMCSX 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.