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FAMRX vs RBGEX
FAMRX vs RBGEX Comparison
Open Charts FAMRX vs RBGEX
Fidelity Asset Manager 85%
Price$26.65
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets4.46B
American Funds Growth Portfolio R2E
Price$24.42
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets20.28B
FAMRX vs RBGEX Comparison Chart
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FAMRX vs. RBGEX commentary
May 09, 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 FAMRX is a Buy and RBGEX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 20.3B vs. FAMRX (4.46B). FAMRX pays higher dividends than RBGEX: FAMRX (1.45) vs RBGEX (0.00). FAMRX was incepted earlier than RBGEX: FAMRX (26 years) vs RBGEX (11 years). RBGEX (1.17) is less costly to investors than FAMRX (0.65). FAMRX has a lower initial minimum investment than RBGEX: FAMRX (0) vs RBGEX (250). FAMRX annual gain was more profitable for investors over the last year : 4.74 vs. RBGEX (3.26). FAMRX return over 5 years is better than : 55.24 vs. RBGEX (40.79).
| FAMRX | RBGEX | FAMRX / RBGEX | |
| Total Expense Ratio | 0.65 | 1.17 | 56% |
| Annual Report Gross Expense Ratio | 0.65 | 1.17 | 56% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 0.530 | -1.532 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 20.3B | 22% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 4.74 | 3.26 | 145% |
| Returns for 3 years | 26.48 | 25.95 | 102% |
| Returns for 5 years | 55.24 | 40.79 | 135% |
| Returns for 10 years | 64.34 | 53.77 | 120% |
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