Interact to see
Advertisement
Advertisement
CHAIX vs RGAFX
CHAIX vs RGAFX Comparison
Open Charts CHAIX vs RGAFX
Chase Growth Institutional
Price$15.87
Change+$0.15 (+0.95%)
VolumeN/A
Net Assets82.63M
American Funds Growth Fund of Amer R5
Price$78.60
Change+$0.76 (+0.98%)
VolumeN/A
Net Assets304.87B
CHAIX vs RGAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHAIX vs. RGAFX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 305B vs. CHAIX (82.6M). RGAFX pays higher dividends than CHAIX: RGAFX (0.61) 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 : 9.68 vs. CHAIX (-5.47). RGAFX return over 5 years is better than : 46.83 vs. CHAIX (25.06).
| 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 | -0.190 | 5.617 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.6M | 305B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -5.47 | 9.68 | -57% |
| Returns for 3 years | 19.82 | 38.45 | 52% |
| Returns for 5 years | 25.06 | 46.83 | 54% |
| Returns for 10 years | 11.49 | 77.53 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement