CIPIX vs BPTRX

Both BPTRX and CIPIX are mutual funds. BPTRX has a higher 5-year return than CIPIX (38.43% vs 17.04%). BPTRX has a higher expense ratio than CIPIX (1.31% vs 0.86%). Below is the comparison between BPTRX and CIPIX.

BPTRX CIPIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baron Capital Group, Inc. Champlain Funds
Net Assets $3.90B $7.08B
Expense Ratio 1.31% 0.86%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $1,000,000.00
YTD Return -12.24% -11.53%
1-Year Return -7.52% -11.33%
3-Year Return 57.90% 18.59%
5-Year Return 38.43% 17.04%
10-Year Return 25.71% 15.64%

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 -12.24%
1-Month Return -5.69%
3-Month Return -7.52%
1-Year Return -7.52%
3-Year Return 57.90%
5-Year Return 38.43%
10-Year Return 25.71%
BPTRX expense ratio is 1.31%.

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%

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CIPIX description

The Fund seeks capital appreciation. The Fund seeks to invest under normal conditions, at least 80% of its net assets in securities of medium-sized companies, and to a lesser extent small and large sized companies, which have attractive long term fundamentals, superior appreciation potential and attractive valuations.

CIPIX performance & returns

YTD Return -11.53%
1-Month Return -9.42%
3-Month Return -11.33%
1-Year Return -11.33%
3-Year Return 18.59%
5-Year Return 17.04%
10-Year Return 15.64%
CIPIX expense ratio is 0.86%.

CIPIX holdings

Top 10 Holdings (29.40% of Total Assets)

Name Symbol % Assets
Goldman Sachs FS Treasury Intms Instl FTIXX 4.53%
Fortive Corp FTV 2.92%
ServiceNow Inc NOW 2.91%
AMETEK Inc AME 2.83%
Workday Inc Class A WDAY 2.80%
Veeva Systems Inc Class A VEEV 2.78%
Arthur J. Gallagher & Co AJG 2.73%
Everest Re Group Ltd RE 2.68%
Splunk Inc SPLK 2.67%
Bio-Techne Corp TECH 2.55%

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