Ad is loading...
FAMRX vs GWPDX
FAMRX vs GWPDX Comparison
Open Charts FAMRX vs GWPDX
Fidelity Asset Manager 85%
Price$27.46
Change-$0.13 (-0.47%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$26.42
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FAMRX vs GWPDX Comparison Chart
Loading...
FAMRX vs. GWPDX commentary
Sep 21, 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 FAMRX is a StrongBuy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 19.9B vs. FAMRX (4.29B). FAMRX pays higher dividends than GWPDX: FAMRX (1.25) vs GWPDX (0.91). FAMRX was incepted earlier than GWPDX: FAMRX (25 years) vs GWPDX (8 years). FAMRX is a more actively managed with annual turnover of: 24.00 vs. GWPDX (1.00). FAMRX has a lower initial minimum investment than GWPDX: FAMRX (0) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : 32.56 vs. FAMRX (24.27). FAMRX return over 5 years is better than : 47.02 vs. GWPDX (44.09).
| FAMRX | GWPDX | FAMRX / GWPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 13.144 | 17.946 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 19.9B | 22% |
| Annual Yield % from dividends | 1.25 | 0.91 | 137% |
| Returns for 1 year | 24.27 | 32.56 | 75% |
| Returns for 3 years | 8.24 | 0.69 | 1,201% |
| Returns for 5 years | 47.02 | 44.09 | 107% |
| Returns for 10 years | 61.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GQGRX | 18.04 | 0.08 | +0.45% |
| GQG Partners Emerging Markets Equity R6 | |||
| CEMFX | 12.80 | 0.03 | +0.23% |
| Cullen Emerging Markets High Div I | |||
| UIISX | 21.02 | N/A | N/A |
| Victory Income Stock Institutional | |||
| MICHX | 8.09 | N/A | N/A |
| Matthews China Small Companies Instl | |||
| QGRPX | 17.17 | -0.03 | -0.17% |
| UBS US Quality Growth At Rsnbl Prc P | |||