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CHAIX vs RGAFX
CHAIX vs RGAFX Comparison
Open Charts CHAIX vs RGAFX
Chase Growth Institutional
Price$13.75
Change-$0.79 (-5.43%)
VolumeN/A
Net Assets79.04M
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
CHAIX vs RGAFX Comparison Chart
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CHAIX vs. RGAFX commentary
Apr 04, 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 CHAIX is a Buy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. CHAIX (79M). RGAFX pays higher dividends than CHAIX: RGAFX (0.66) vs CHAIX (0.00). CHAIX was incepted earlier than RGAFX: CHAIX (18 years) vs RGAFX (23 years). CHAIX (1.18) is less costly to investors than RGAFX (0.34). CHAIX is a more actively managed with annual turnover of: 121.88 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than CHAIX: RGAFX (250) vs CHAIX (500000). RGAFX annual gain was more profitable for investors over the last year : 0.51 vs. CHAIX (-9.01). RGAFX return over 5 years is better than : 73.14 vs. CHAIX (41.85).
| CHAIX | RGAFX | CHAIX / RGAFX | |
| Total Expense Ratio | 1.00 | 0.34 | 294% |
| Annual Report Gross Expense Ratio | 1.18 | 0.34 | 347% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -7.683 | -4.770 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79M | 280B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | -9.01 | 0.51 | -1,755% |
| Returns for 3 years | 4.23 | 5.94 | 71% |
| Returns for 5 years | 41.85 | 73.14 | 57% |
| Returns for 10 years | 3.78 | 62.64 | 6% |