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CPTUX vs RGEBX
CPTUX vs RGEBX Comparison
Open Charts CPTUX vs RGEBX
Invesco Capital Appreciation R5
Price$85.47
Change-$3.40 (-3.83%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R2E
Price$71.86
Change-$9.28 (-11.44%)
VolumeN/A
CapitalizationN/A
CPTUX vs RGEBX Comparison Chart
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CPTUX vs. RGEBX 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 RGEBX is a Buy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 313B vs. CPTUX (6.08B). RGEBX pays higher dividends than CPTUX: RGEBX (0.16) vs CPTUX (0.00). CPTUX was incepted earlier than RGEBX: CPTUX (6 years) vs RGEBX (10 years). CPTUX is a more actively managed with annual turnover of: 83.00 vs. RGEBX (31.00). RGEBX has a lower initial minimum investment than CPTUX: RGEBX (250) vs CPTUX (1000000). CPTUX (36.26) and RGEBX (34.65) have marching annual gain over last year. RGEBX return over 5 years is better than : 52.56 vs. CPTUX (30.16).
| CPTUX | RGEBX | CPTUX / RGEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 36.012 | 33.322 | 108% |
| 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 | 0.16 | - |
| Returns for 1 year | 36.26 | 34.65 | 105% |
| Returns for 3 years | 30.88 | 16.91 | 183% |
| Returns for 5 years | 30.16 | 52.56 | 57% |
| Returns for 10 years | N/A | 89.83 | - |
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