BPTRX vs RPMGX

Both BPTRX and RPMGX are mutual funds. BPTRX has a higher 5-year return than RPMGX (27.29% vs 9.78%). BPTRX has a higher expense ratio than RPMGX (1.3% vs 0.72%). Below is the comparison between BPTRX and RPMGX.

BPTRX RPMGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baron Capital Group, Inc. T. Rowe Price
Net Assets $3.01B $13.54B
Expense Ratio 1.30% 0.72%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 N/A
YTD Return -33.78% -22.90%
1-Year Return -19.61% -10.78%
3-Year Return 38.32% 7.49%
5-Year Return 27.29% 9.78%
10-Year Return 22.32% 13.12%

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.

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RPMGX

RPMGX description

The Fund seeks to provide long-term capital appreciation by investing in mid-cap stocks with potential for above-average earnings growth.

RPMGX performance & returns

YTD Return -22.90%
1-Month Return -11.68%
3-Month Return -10.78%
1-Year Return -10.78%
3-Year Return 7.49%
5-Year Return 9.78%
10-Year Return 13.12%
RPMGX expense ratio is 0.72%.

RPMGX holdings

Top 10 Holdings (20.65% of Total Assets)

Name Symbol % Assets
Reserve Invt Fds N/A 3.06%
Hologic Inc HOLX 2.67%
Ball Corp BLL 2.35%
Teleflex Inc TFX 2.21%
Catalent Inc CTLT 2.02%
Agilent Technologies Inc A 1.80%
Microchip Technology Inc MCHP 1.70%
Match Group Inc MTCH 1.62%
Marvell Technology Group Ltd MRVL 1.62%
The Cooper Companies Inc COO 1.60%

RPMGX pros

The following are RPMGX strengths from our perspective:

  • RPMGX 3-year return is 7.49%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 7.11%.
  • RPMGX 5-year return is 9.78%, which is in line with the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.94%.
  • RPMGX 10-year return is 13.12%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
  • RPMGX 15-year return is 9.81%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

RPMGX cons

The following are RPMGX weaknesses from our perspective:

  • RPMGX expense ratio is 0.72%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant RPMGX comparisons

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

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