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DPTRX vs RGAFX
DPTRX vs RGAFX Comparison
Open Charts DPTRX vs RGAFX
BNY Mellon Tax Managed Growth I
Price$42.94
Change+$0.09 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$81.76
Change+$0.47 (+0.58%)
VolumeN/A
CapitalizationN/A
DPTRX vs RGAFX Comparison Chart
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DPTRX vs. RGAFX 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 RGAFX is a StrongSell.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 302B vs. DPTRX (144M). 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 : 29.31 vs. DPTRX (10.71). RGAFX return over 5 years is better than : 57.43 vs. DPTRX (39.82).
| 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 | 14.695 | 29.552 | 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 | 0.73 | 77% |
| Returns for 1 year | 10.71 | 29.31 | 37% |
| Returns for 3 years | -4.18 | 1.09 | -385% |
| Returns for 5 years | 39.82 | 57.43 | 69% |
| Returns for 10 years | 63.56 | 74.75 | 85% |
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