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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.01
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets101.15M
American Funds Growth Fund of Amer R5
Price$75.40
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets298.2B
BLUEX vs RGAFX Comparison Chart
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BLUEX vs. RGAFX commentary
May 24, 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: 298B vs. BLUEX (101M). RGAFX pays higher dividends than BLUEX: RGAFX (0.65) vs BLUEX (0.28). BLUEX was incepted earlier than RGAFX: BLUEX (34 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). BLUEX annual gain was more profitable for investors over the last year : 7.65 vs. RGAFX (6.59). RGAFX return over 5 years is better than : 48.11 vs. BLUEX (-13.07).
| BLUEX | RGAFX | BLUEX / RGAFX | |
| Total Expense Ratio | 1.16 | 0.34 | 341% |
| Annual Report Gross Expense Ratio | 1.24 | 0.34 | 365% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 4.309 | 1.317 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 298B | 0% |
| Annual Yield % from dividends | 0.28 | 0.65 | 43% |
| Returns for 1 year | 7.65 | 6.59 | 116% |
| Returns for 3 years | 8.21 | 42.84 | 19% |
| Returns for 5 years | -13.07 | 48.11 | -27% |
| Returns for 10 years | 11.85 | 69.48 | 17% |
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