Ad is loading...
Ad is loading...
DPTRX vs RGAEX
DPTRX vs RGAEX Comparison
Open Charts DPTRX vs RGAEX
BNY Mellon Tax Managed Growth I
Price$42.94
Change+$0.09 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R4
Price$80.66
Change+$0.47 (+0.59%)
VolumeN/A
CapitalizationN/A
DPTRX vs RGAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DPTRX vs. RGAEX commentary
Nov 23, 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 DPTRX is a Buy and RGAEX is a StrongSell.
FUNDAMENTALS
Fundamentals
RGAEX has more cash in the bank: 302B vs. DPTRX (144M). DPTRX pays higher dividends than RGAEX: DPTRX (0.56) vs RGAEX (0.44). DPTRX was incepted earlier than RGAEX: DPTRX (21 years) vs RGAEX (23 years). RGAEX is a more actively managed with annual turnover of: 31.00 vs. DPTRX (1.73). RGAEX has a lower initial minimum investment than DPTRX: RGAEX (250) vs DPTRX (1000). RGAEX annual gain was more profitable for investors over the last year : 28.83 vs. DPTRX (10.71). RGAEX return over 5 years is better than : 56.08 vs. DPTRX (39.82).
| DPTRX | RGAEX | DPTRX / RGAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 14.695 | 29.221 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 302B | 0% |
| Annual Yield % from dividends | 0.56 | 0.44 | 128% |
| Returns for 1 year | 10.71 | 28.83 | 37% |
| Returns for 3 years | -4.18 | 0.35 | -1,196% |
| Returns for 5 years | 39.82 | 56.08 | 71% |
| Returns for 10 years | 63.56 | 72.23 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...