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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$38.91
Change+$0.16 (+0.41%)
VolumeN/A
Net Assets97.44M
American Funds Growth Fund of Amer R5
Price$76.94
Change+$0.87 (+1.14%)
VolumeN/A
Net Assets306.54B
BLUEX vs RGAFX Comparison Chart
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BLUEX vs. RGAFX commentary
Jan 19, 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: 307B vs. BLUEX (97.4M). RGAFX pays higher dividends than BLUEX: RGAFX (0.73) vs BLUEX (0.03). BLUEX was incepted earlier than RGAFX: BLUEX (34 years) vs RGAFX (23 years). BLUEX is a more actively managed with annual turnover of: 34.00 vs. RGAFX (31.00). 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 : 22.66 vs. BLUEX (7.47). RGAFX return over 5 years is better than : 47.52 vs. BLUEX (-19.88).
| BLUEX | RGAFX | BLUEX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 0.597 | 3.386 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 307B | 0% |
| Annual Yield % from dividends | 0.03 | 0.73 | 4% |
| Returns for 1 year | 7.47 | 22.66 | 33% |
| Returns for 3 years | -2.15 | 13.48 | -16% |
| Returns for 5 years | -19.88 | 47.52 | -42% |
| Returns for 10 years | 11.34 | 86.49 | 13% |