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DPTAX vs RGAFX
DPTAX vs RGAFX Comparison
Open Charts DPTAX vs RGAFX
BNY Mellon Tax Managed Growth C
Price$32.35
Change-$0.83 (-2.50%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$74.83
Change-$9.91 (-11.69%)
VolumeN/A
CapitalizationN/A
DPTAX vs RGAFX Comparison Chart
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DPTAX vs. RGAFX 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 DPTAX is a Buy and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 313B vs. DPTAX (139M). RGAFX pays higher dividends than DPTAX: RGAFX (0.73) vs DPTAX (0.00). DPTAX was incepted earlier than RGAFX: DPTAX (27 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. DPTAX (1.73). RGAFX has a lower initial minimum investment than DPTAX: RGAFX (250) vs DPTAX (1000). RGAFX annual gain was more profitable for investors over the last year : 19.53 vs. DPTAX (0.18). RGAFX return over 5 years is better than : 49.15 vs. DPTAX (15.00).
| DPTAX | RGAFX | DPTAX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -0.510 | 19.280 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 313B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 0.18 | 19.53 | 1% |
| Returns for 3 years | -15.55 | 5.93 | -262% |
| Returns for 5 years | 15.00 | 49.15 | 31% |
| Returns for 10 years | 34.23 | 77.57 | 44% |