Ad is loading...
CPTUX vs RGAGX
CPTUX vs RGAGX Comparison
Open Charts CPTUX vs RGAGX
Invesco Capital Appreciation R5
Price$85.47
Change-$3.40 (-3.83%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R6
Price$74.96
Change-$9.96 (-11.73%)
VolumeN/A
CapitalizationN/A
CPTUX vs RGAGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CPTUX vs. RGAGX commentary
Dec 19, 2024
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 CPTUX is a StrongBuy and RGAGX is a Buy.
FUNDAMENTALS
Fundamentals
RGAGX has more cash in the bank: 313B vs. CPTUX (6.08B). RGAGX pays higher dividends than CPTUX: RGAGX (0.75) vs CPTUX (0.00). CPTUX was incepted earlier than RGAGX: CPTUX (6 years) vs RGAGX (16 years). CPTUX is a more actively managed with annual turnover of: 83.00 vs. RGAGX (31.00). RGAGX has a lower initial minimum investment than CPTUX: RGAGX (250) vs CPTUX (1000000). CPTUX (36.26) and RGAGX (35.72) have marching annual gain over last year. RGAGX return over 5 years is better than : 57.11 vs. CPTUX (30.16).
| CPTUX | RGAGX | CPTUX / RGAGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 36.012 | 34.346 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.08B | 313B | 2% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 36.26 | 35.72 | 102% |
| Returns for 3 years | 30.88 | 19.38 | 159% |
| Returns for 5 years | 30.16 | 57.11 | 53% |
| Returns for 10 years | N/A | 100.20 | - |