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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.40
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets101.36M
American Funds Growth Fund of Amer R5
Price$84.45
Change+$0.28 (+0.33%)
VolumeN/A
Net Assets327.05B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Jul 26, 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: 327B vs. BLUEX (101M). RGAFX pays higher dividends than BLUEX: RGAFX (0.57) vs BLUEX (0.27). 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 : 18.14 vs. BLUEX (7.71). RGAFX return over 5 years is better than : 50.57 vs. BLUEX (-20.87).
| 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 | 4.984 | 13.478 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 327B | 0% |
| Annual Yield % from dividends | 0.27 | 0.57 | 48% |
| Returns for 1 year | 7.71 | 18.14 | 43% |
| Returns for 3 years | 8.74 | 59.54 | 15% |
| Returns for 5 years | -20.87 | 50.57 | -41% |
| Returns for 10 years | 9.84 | 89.02 | 11% |
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