DPTRX
Price
$38.82
Change
-$0.02 (-0.05%)
Updated
Nov 28, 6:59 PM EST
RGAFX
Price
$63.75
Change
+$0.06 (+0.09%)
Updated
Nov 28, 6:59 PM EST
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Compare predictions DPTRX vs RGAFX

Header iconDPTRX vs RGAFX Comparison
Open Charts DPTRX vs RGAFXBanner chart's image
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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VS
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).
DPTRXRGAFXDPTRX / RGAFX
Total Expense Ratio0.950.34279%
Annual Report Gross Expense Ratio0.960.34282%
Fund Existence20 years22 years-
Gain YTD16.21828.91856%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRA750N/A-
Net Assets133M214B0%
Annual Yield % from dividends0.600.54110%
Returns for 1 year6.8820.4634%
Returns for 3 years5.79-3.88-149%
Returns for 5 years35.2623.72149%
Returns for 10 years63.7745.55140%
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