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DPTRX vs RGAFX
DPTRX vs RGAFX Comparison
Open Charts DPTRX vs RGAFX
BNY Mellon Tax Managed Growth I
Price$38.02
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets134.99M
American Funds Growth Fund of Amer R5
Price$78.59
Change+$0.70 (+0.90%)
VolumeN/A
Net Assets309.75B
DPTRX vs RGAFX Comparison Chart
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DPTRX vs. RGAFX commentary
Jan 31, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 310B vs. DPTRX (135M). 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 : 23.09 vs. DPTRX (0.01). RGAFX return over 5 years is better than : 55.19 vs. DPTRX (22.49).
| 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 | 3.119 | 5.603 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 310B | 0% |
| Annual Yield % from dividends | 0.56 | 0.73 | 77% |
| Returns for 1 year | 0.01 | 23.09 | 0% |
| Returns for 3 years | -7.19 | 19.22 | -37% |
| Returns for 5 years | 22.49 | 55.19 | 41% |
| Returns for 10 years | 54.31 | 87.94 | 62% |