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FAMRX vs RGSFX
FAMRX vs RGSFX Comparison
Open Charts FAMRX vs RGSFX
Fidelity Asset Manager 85%
Price$27.41
Change-$0.72 (-2.56%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R5E
Price$26.98
Change-$0.92 (-3.30%)
VolumeN/A
CapitalizationN/A
FAMRX vs RGSFX Comparison Chart
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FAMRX vs. RGSFX commentary
Dec 19, 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 RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
RGSFX has more cash in the bank: 21.2B vs. FAMRX (4.47B). FAMRX pays higher dividends than RGSFX: FAMRX (1.25) vs RGSFX (0.81). FAMRX was incepted earlier than RGSFX: FAMRX (25 years) vs RGSFX (9 years). FAMRX is a more actively managed with annual turnover of: 24.00 vs. RGSFX (1.00). FAMRX has a lower initial minimum investment than RGSFX: FAMRX (0) vs RGSFX (250). RGSFX annual gain was more profitable for investors over the last year : 20.50 vs. FAMRX (17.59). FAMRX return over 5 years is better than : 40.80 vs. RGSFX (35.47).
| FAMRX | RGSFX | FAMRX / RGSFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 15.904 | 21.095 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 21.2B | 21% |
| Annual Yield % from dividends | 1.25 | 0.81 | 153% |
| Returns for 1 year | 17.59 | 20.50 | 86% |
| Returns for 3 years | 9.68 | 3.03 | 319% |
| Returns for 5 years | 40.80 | 35.47 | 115% |
| Returns for 10 years | 80.29 | N/A | - |
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