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DGAGX vs RGAFX
DGAGX vs RGAFX Comparison
Open Charts DGAGX vs RGAFX
BNY Mellon Appreciation Investor
Price$37.25
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets2B
American Funds Growth Fund of Amer R5
Price$70.87
Change+$0.72 (+1.03%)
VolumeN/A
Net Assets275.25B
DGAGX vs RGAFX Comparison Chart
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DGAGX vs. RGAFX commentary
Apr 03, 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 DGAGX is a Buy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 275B vs. DGAGX (2B). RGAFX pays higher dividends than DGAGX: RGAFX (0.66) vs DGAGX (0.31). DGAGX was incepted earlier than RGAFX: DGAGX (41 years) vs RGAFX (23 years). DGAGX (0.89) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. DGAGX (12.56). RGAFX has a lower initial minimum investment than DGAGX: RGAFX (250) vs DGAGX (2500). RGAFX annual gain was more profitable for investors over the last year : 1.17 vs. DGAGX (-11.56). RGAFX return over 5 years is better than : 73.14 vs. DGAGX (40.62).
| DGAGX | RGAFX | DGAGX / RGAFX | |
| Total Expense Ratio | 0.89 | 0.34 | 262% |
| Annual Report Gross Expense Ratio | 0.89 | 0.34 | 262% |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | -5.225 | -4.770 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 275B | 1% |
| Annual Yield % from dividends | 0.31 | 0.66 | 46% |
| Returns for 1 year | -11.56 | 1.17 | -989% |
| Returns for 3 years | -15.17 | 7.72 | -196% |
| Returns for 5 years | 40.62 | 73.14 | 56% |
| Returns for 10 years | -27.70 | 63.59 | -44% |