FRSGX vs BPTRX

Both BPTRX and FRSGX are mutual funds. BPTRX has a higher 5-year return than FRSGX (38.43% vs 17.07%). BPTRX has a higher expense ratio than FRSGX (1.31% vs 0.85%). Below is the comparison between BPTRX and FRSGX.

BPTRX FRSGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baron Capital Group, Inc. Franklin Templeton Investments
Net Assets $3.90B $4.19B
Expense Ratio 1.31% 0.85%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $3,000.00
YTD Return -12.24% -7.43%
1-Year Return -7.52% -6.74%
3-Year Return 57.90% 27.76%
5-Year Return 38.43% 17.07%
10-Year Return 25.71% 14.95%

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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FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return -7.43%
1-Month Return -4.38%
3-Month Return -6.74%
1-Year Return -6.74%
3-Year Return 27.76%
5-Year Return 17.07%
10-Year Return 14.95%
FRSGX expense ratio is 0.85%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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