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BLUEX vs RGAHX
BLUEX vs RGAHX Comparison
Open Charts BLUEX vs RGAHX
AMG Veritas Global Real Return I
Price$39.08
Change-$0.46 (-1.16%)
VolumeN/A
Net Assets100.09M
American Funds Growth Fund of Amer R5E
Price$65.25
Change-$2.68 (-3.95%)
VolumeN/A
Net Assets271.59B
BLUEX vs RGAHX Comparison Chart
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BLUEX vs. RGAHX commentary
Apr 11, 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 RGAHX is a Hold.
FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 272B vs. BLUEX (100M). RGAHX pays higher dividends than BLUEX: RGAHX (0.55) vs BLUEX (0.28). BLUEX was incepted earlier than RGAHX: BLUEX (34 years) vs RGAHX (9 years). BLUEX (1.24) is less costly to investors than RGAHX (0.44). BLUEX is a more actively managed with annual turnover of: 33.00 vs. RGAHX (25.00). RGAHX has a lower initial minimum investment than BLUEX: RGAHX (250) vs BLUEX (2000). BLUEX annual gain was more profitable for investors over the last year : 6.85 vs. RGAHX (-1.94). RGAHX return over 5 years is better than : 51.57 vs. BLUEX (-5.02).
| BLUEX | RGAHX | BLUEX / RGAHX | |
| Total Expense Ratio | 1.16 | 0.44 | 264% |
| Annual Report Gross Expense Ratio | 1.24 | 0.44 | 282% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 2.648 | -7.503 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 272B | 0% |
| Annual Yield % from dividends | 0.28 | 0.55 | 50% |
| Returns for 1 year | 6.85 | -1.94 | -353% |
| Returns for 3 years | 0.37 | 9.40 | 4% |
| Returns for 5 years | -5.02 | 51.57 | -10% |
| Returns for 10 years | 8.52 | N/A | - |