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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$39.00
Change-$0.20 (-0.51%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$74.83
Change-$9.91 (-11.69%)
VolumeN/A
CapitalizationN/A
BLUEX vs RGAFX Comparison Chart
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BLUEX vs. RGAFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 313B vs. BLUEX (98.7M). 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 : 35.65 vs. BLUEX (10.77). RGAFX return over 5 years is better than : 56.90 vs. BLUEX (-15.62).
| 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 | 9.136 | 34.273 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.7M | 313B | 0% |
| Annual Yield % from dividends | 0.03 | 0.73 | 4% |
| Returns for 1 year | 10.77 | 35.65 | 30% |
| Returns for 3 years | -2.09 | 19.24 | -11% |
| Returns for 5 years | -15.62 | 56.90 | -27% |
| Returns for 10 years | 12.12 | 99.89 | 12% |