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Compare trend and price DPTRX vs RGACX
DPTRX vs RGACX Comparison
Open Charts DPTRX vs RGACX
BNY Mellon Tax Managed Growth I
Price$38.82
Change-$0.02 (-0.05%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R3
Price$61.69
Change+$0.06 (+0.10%)
VolumeN/A
CapitalizationN/A
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DPTRX vs RGACX Comparison Chart
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DPTRX vs. RGACX commentary
Nov 29, 2023
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 DPTRX is a Buy and RGACX is a Buy.
FUNDAMENTALS
Fundamentals
RGACX has more cash in the bank: 214B vs. DPTRX (133M). DPTRX pays higher dividends than RGACX: DPTRX (0.60) vs RGACX (0.00). DPTRX was incepted earlier than RGACX: DPTRX (20 years) vs RGACX (22 years). DPTRX (0.96) and RGACX (0.94) have similar cost to investors .DPTRX (0.96) and RGACX (0.94) is less costly to investors than . RGACX is a more actively managed with annual turnover of: 31.00 vs. DPTRX (7.55). RGACX has a lower initial minimum investment than DPTRX: RGACX (250) vs DPTRX (1000). RGACX annual gain was more profitable for investors over the last year : 19.65 vs. DPTRX (6.88). DPTRX return over 5 years is better than : 35.26 vs. RGACX (26.47).
| DPTRX | RGACX | DPTRX / RGACX | |
| Total Expense Ratio | 0.95 | 0.94 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 0.94 | 102% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 16.218 | 28.227 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | 750 | N/A | - |
| Net Assets | 133M | 214B | 0% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 6.88 | 19.65 | 35% |
| Returns for 3 years | 5.79 | -1.56 | -371% |
| Returns for 5 years | 35.26 | 26.47 | 133% |
| Returns for 10 years | 63.77 | 114.44 | 56% |
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