BGRWX
Price
$28.28
Change
+$0.03 (+0.11%)
Updated
Jun 25 closing price
Net Assets
24.39M
RGAFX
Price
$80.33
Change
-$0.03 (-0.04%)
Updated
Jun 25 closing price
Net Assets
313.92B
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BGRWX vs RGAFX

Header iconBGRWX vs RGAFX Comparison
Open Charts BGRWX vs RGAFXBanner chart's image
Barrett Growth Retail
Price$28.28
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets24.39M
American Funds Growth Fund of Amer R5
Price$80.33
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets313.92B
BGRWX vs RGAFX Comparison Chart in %
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BGRWX vs. RGAFX commentary
Jun 26, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 314B vs. BGRWX (24.4M). RGAFX pays higher dividends than BGRWX: RGAFX (0.61) 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 : 9.38 vs. BGRWX (-4.50). RGAFX return over 5 years is better than : 53.53 vs. BGRWX (16.11).
BGRWXRGAFXBGRWX / RGAFX
Total Expense Ratio0.990.34291%
Annual Report Gross Expense Ratio1.430.34421%
Fund Existence27 years23 years-
Gain YTD-1.2587.941-16%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets24.4M314B0%
Annual Yield % from dividends0.000.61-
Returns for 1 year-4.509.38-48%
Returns for 3 years17.5150.8334%
Returns for 5 years16.1153.5330%
Returns for 10 years75.5479.5795%
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