GFACX vs. BPTRX
Compare and contrast key facts about American Funds The Growth Fund of America Fund Class C (GFACX) and Baron Partners Fund (BPTRX).
GFACX is a passively managed fund by American Funds that tracks the performance of the S&P 500. It was launched on Mar 15, 2001. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
GFACX vs. BPTRX - Performance Comparison
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GFACX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | -8.23% | 18.80% | 27.01% | 36.20% | -31.28% | 18.41% | 36.84% | 27.20% | -3.93% | 25.13% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, GFACX achieves a -8.23% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, GFACX has underperformed BPTRX with an annualized return of 13.45%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
GFACX
- 1D
- 3.55%
- 1M
- -6.40%
- YTD
- -8.23%
- 6M
- -7.53%
- 1Y
- 15.93%
- 3Y*
- 19.33%
- 5Y*
- 8.12%
- 10Y*
- 13.45%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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GFACX vs. BPTRX - Expense Ratio Comparison
GFACX has a 1.35% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
GFACX vs. BPTRX — Risk / Return Rank
GFACX
BPTRX
GFACX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Fund Class C (GFACX) and Baron Partners Fund (BPTRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GFACX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.29 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.38 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.85 | -1.67 |
Martin ratioReturn relative to average drawdown | 4.48 | 10.35 | -5.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GFACX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.29 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.32 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.73 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.07 |
Correlation
The correlation between GFACX and BPTRX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GFACX vs. BPTRX - Dividend Comparison
GFACX's dividend yield for the trailing twelve months is around 13.54%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFACX American Funds The Growth Fund of America Fund Class C | 13.54% | 12.43% | 10.01% | 7.82% | 4.22% | 9.11% | 4.48% | 7.03% | 12.28% | 7.04% | 6.43% | 8.73% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
GFACX vs. BPTRX - Drawdown Comparison
The maximum GFACX drawdown since its inception was -52.39%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for GFACX and BPTRX.
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Drawdown Indicators
| GFACX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.39% | -64.11% | +11.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -14.79% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -49.87% | +13.06% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | -51.26% | +14.45% |
Current DrawdownCurrent decline from peak | -10.84% | -8.65% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -13.82% | +4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 4.08% | -0.40% |
Volatility
GFACX vs. BPTRX - Volatility Comparison
American Funds The Growth Fund of America Fund Class C (GFACX) has a higher volatility of 6.76% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that GFACX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GFACX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 4.78% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 22.21% | -10.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 33.35% | -12.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 33.90% | -13.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 32.72% | -13.08% |