Ad is loading...
BAWAX vs RGAFX
BAWAX vs RGAFX Comparison
Open Charts BAWAX vs RGAFX
Brown Advisory Sustainable Growth Adv
Price$49.29
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets8.44B
American Funds Growth Fund of Amer R5
Price$72.59
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets285.48B
BAWAX vs RGAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BAWAX vs. RGAFX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAWAX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 285B vs. BAWAX (8.44B). RGAFX pays higher dividends than BAWAX: RGAFX (0.65) vs BAWAX (0.00). BAWAX was incepted earlier than RGAFX: BAWAX (13 years) vs RGAFX (23 years). BAWAX (1.01) is less costly to investors than RGAFX (0.34). BAWAX is a more actively managed with annual turnover of: 35.00 vs. RGAFX (25.00). BAWAX has a lower initial minimum investment than RGAFX: BAWAX (100) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : 3.45 vs. BAWAX (-0.69). BAWAX return over 5 years is better than : 74.73 vs. RGAFX (45.83).
| BAWAX | RGAFX | BAWAX / RGAFX | |
| Total Expense Ratio | 1.01 | 0.34 | 297% |
| Annual Report Gross Expense Ratio | 1.01 | 0.34 | 297% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -5.393 | -2.459 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 250 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 285B | 3% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | -0.69 | 3.45 | -20% |
| Returns for 3 years | 44.97 | 33.96 | 132% |
| Returns for 5 years | 74.73 | 45.83 | 163% |
| Returns for 10 years | 217.59 | 63.63 | 342% |
View a ticker or compare two or three
VS
VS
Ad is loading...