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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.59
Change+$0.45 (+1.12%)
VolumeN/A
Net Assets99.84M
American Funds Growth Fund of Amer R5
Price$85.19
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets329.22B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 329B vs. BLUEX (99.8M). RGAFX pays higher dividends than BLUEX: RGAFX (0.56) vs BLUEX (0.28). BLUEX was incepted earlier than RGAFX: BLUEX (35 years) vs RGAFX (23 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 : 15.05 vs. BLUEX (5.21). RGAFX return over 5 years is better than : 45.91 vs. BLUEX (-25.53).
| 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 | 23 years | - |
| Gain YTD | 4.206 | 14.472 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.8M | 329B | 0% |
| Annual Yield % from dividends | 0.28 | 0.56 | 51% |
| Returns for 1 year | 5.21 | 15.05 | 35% |
| Returns for 3 years | 3.36 | 43.63 | 8% |
| Returns for 5 years | -25.53 | 45.91 | -56% |
| Returns for 10 years | 9.17 | 89.80 | 10% |
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