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DPTRX vs RGAFX
DPTRX vs RGAFX Comparison
Open Charts DPTRX vs RGAFX
BNY Mellon Tax Managed Growth I
Price$37.75
Change-$0.02 (-0.05%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$76.67
Change-$0.12 (-0.16%)
VolumeN/A
CapitalizationN/A
DPTRX vs RGAFX Comparison Chart
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DPTRX vs. RGAFX commentary
Dec 27, 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 RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 307B vs. DPTRX (137M). RGAFX pays higher dividends than DPTRX: RGAFX (0.73) vs DPTRX (0.56). DPTRX was incepted earlier than RGAFX: DPTRX (21 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. DPTRX (1.73). RGAFX has a lower initial minimum investment than DPTRX: RGAFX (250) vs DPTRX (1000). RGAFX annual gain was more profitable for investors over the last year : 21.42 vs. DPTRX (0.89). RGAFX return over 5 years is better than : 51.90 vs. DPTRX (22.22).
| DPTRX | RGAFX | DPTRX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 1.049 | 22.213 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 307B | 0% |
| Annual Yield % from dividends | 0.56 | 0.73 | 77% |
| Returns for 1 year | 0.89 | 21.42 | 4% |
| Returns for 3 years | -14.66 | 3.45 | -425% |
| Returns for 5 years | 22.22 | 51.90 | 43% |
| Returns for 10 years | 48.64 | 80.84 | 60% |
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