BGRWX
Price
$29.30
Change
-$0.24 (-0.81%)
Updated
Sep 5 closing price
Net Assets
24.91M
RGAFX
Price
$86.32
Change
+$0.21 (+0.24%)
Updated
Sep 5 closing price
Net Assets
331.65B
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BGRWX vs RGAFX

Header iconBGRWX vs RGAFX Comparison
Open Charts BGRWX vs RGAFXBanner chart's image
Barrett Growth Retail
Price$29.30
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets24.91M
American Funds Growth Fund of Amer R5
Price$86.32
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets331.65B
BGRWX vs RGAFX Comparison Chart in %
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BGRWX vs. RGAFX commentary
Sep 08, 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 BGRWX is a Buy and RGAFX is a Buy.

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FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 332B vs. BGRWX (24.9M). RGAFX pays higher dividends than BGRWX: RGAFX (0.55) vs BGRWX (0.00). BGRWX was incepted earlier than RGAFX: BGRWX (27 years) vs RGAFX (23 years). BGRWX (1.43) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. BGRWX (8.00). RGAFX has a lower initial minimum investment than BGRWX: RGAFX (250) vs BGRWX (2500). RGAFX annual gain was more profitable for investors over the last year : 18.84 vs. BGRWX (-3.30). RGAFX return over 5 years is better than : 43.89 vs. BGRWX (4.34).
BGRWXRGAFXBGRWX / RGAFX
Total Expense Ratio0.990.34291%
Annual Report Gross Expense Ratio1.430.34421%
Fund Existence27 years23 years-
Gain YTD2.41215.99015%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets24.9M332B0%
Annual Yield % from dividends0.000.55-
Returns for 1 year-3.3018.84-18%
Returns for 3 years22.2961.2736%
Returns for 5 years4.3443.8910%
Returns for 10 years94.24102.4792%
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