BGRWX
Price
$29.60
Change
+$0.08 (+0.27%)
Updated
Jan 30 closing price
Net Assets
28.98M
RGAFX
Price
$78.59
Change
+$0.70 (+0.90%)
Updated
Jan 30 closing price
Net Assets
309.75B
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BGRWX vs RGAFX

Header iconBGRWX vs RGAFX Comparison
Open Charts BGRWX vs RGAFXBanner chart's image
Barrett Growth Retail
Price$29.60
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets28.98M
American Funds Growth Fund of Amer R5
Price$78.59
Change+$0.70 (+0.90%)
VolumeN/A
Net Assets309.75B
BGRWX vs RGAFX Comparison Chart
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BGRWX vs. RGAFX commentary
Jan 31, 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 StrongBuy and RGAFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 310B vs. BGRWX (29M). RGAFX pays higher dividends than BGRWX: RGAFX (0.73) vs BGRWX (0.00). BGRWX was incepted earlier than RGAFX: BGRWX (26 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. BGRWX (1.00). 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 : 23.09 vs. BGRWX (15.54). RGAFX return over 5 years is better than : 55.19 vs. BGRWX (22.74).
BGRWXRGAFXBGRWX / RGAFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years23 years-
Gain YTD3.1815.60357%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets29M310B0%
Annual Yield % from dividends0.000.73-
Returns for 1 year15.5423.0967%
Returns for 3 years4.6119.2224%
Returns for 5 years22.7455.1941%
Returns for 10 years95.3187.94108%
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