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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.11
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets97.04M
American Funds Growth Fund of Amer R5
Price$88.80
Change+$0.76 (+0.86%)
VolumeN/A
Net Assets335.08B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Nov 28, 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 BLUEX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 335B vs. BLUEX (97M). RGAFX pays higher dividends than BLUEX: RGAFX (0.52) vs BLUEX (0.27). BLUEX was incepted earlier than RGAFX: BLUEX (35 years) vs RGAFX (24 years). BLUEX (1.24) is less costly to investors than RGAFX (0.34). BLUEX is a more actively managed with annual turnover of: 33.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than BLUEX: RGAFX (250) vs BLUEX (2000). RGAFX annual gain was more profitable for investors over the last year : 8.43 vs. BLUEX (4.14). RGAFX return over 5 years is better than : 34.96 vs. BLUEX (-33.05).
| BLUEX | RGAFX | BLUEX / RGAFX | |
| Total Expense Ratio | 1.16 | 0.34 | 341% |
| Annual Report Gross Expense Ratio | 1.24 | 0.34 | 365% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 4.361 | 19.323 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97M | 335B | 0% |
| Annual Yield % from dividends | 0.27 | 0.52 | 53% |
| Returns for 1 year | 4.14 | 8.43 | 49% |
| Returns for 3 years | 15.01 | 66.64 | 23% |
| Returns for 5 years | -33.05 | 34.96 | -95% |
| Returns for 10 years | 13.17 | 96.64 | 14% |
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