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Compare predictions DPTRX vs RGAFX
DPTRX vs RGAFX Comparison
Open Charts DPTRX vs RGAFX
BNY Mellon Tax Managed Growth I
Price$38.82
Change-$0.02 (-0.05%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$63.75
Change+$0.06 (+0.09%)
VolumeN/A
CapitalizationN/A
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DPTRX vs RGAFX Comparison Chart
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DPTRX vs. RGAFX 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 RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 214B vs. DPTRX (133M). DPTRX pays higher dividends than RGAFX: DPTRX (0.60) vs RGAFX (0.54). DPTRX was incepted earlier than RGAFX: DPTRX (20 years) vs RGAFX (22 years). DPTRX (0.96) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 31.00 vs. DPTRX (7.55). 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 : 20.46 vs. DPTRX (6.88). DPTRX return over 5 years is better than : 35.26 vs. RGAFX (23.72).
| DPTRX | RGAFX | DPTRX / RGAFX | |
| Total Expense Ratio | 0.95 | 0.34 | 279% |
| Annual Report Gross Expense Ratio | 0.96 | 0.34 | 282% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 16.218 | 28.918 | 56% |
| 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 | 0.54 | 110% |
| Returns for 1 year | 6.88 | 20.46 | 34% |
| Returns for 3 years | 5.79 | -3.88 | -149% |
| Returns for 5 years | 35.26 | 23.72 | 149% |
| Returns for 10 years | 63.77 | 45.55 | 140% |
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