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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-$0.40 (-1.02%)
VolumeN/A
Net Assets96.66M
American Funds Growth Fund of Amer R5
Price$76.74
Change-$1.85 (-2.35%)
VolumeN/A
Net Assets304.33B
BLUEX vs RGAFX Comparison Chart
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BLUEX vs. RGAFX commentary
Feb 23, 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 Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 304B vs. BLUEX (96.7M). 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 : 12.70 vs. BLUEX (5.09). RGAFX return over 5 years is better than : 43.99 vs. BLUEX (-20.82).
| 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 | 1.012 | 3.117 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 304B | 0% |
| Annual Yield % from dividends | 0.03 | 0.73 | 4% |
| Returns for 1 year | 5.09 | 12.70 | 40% |
| Returns for 3 years | -0.39 | 23.90 | -2% |
| Returns for 5 years | -20.82 | 43.99 | -47% |
| Returns for 10 years | 6.68 | 75.24 | 9% |
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