Ad is loading...
FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$27.34
Change-$0.36 (-1.30%)
VolumeN/A
Net Assets4.71B
American Funds Growth Portfolio R5
Price$26.43
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets21.56B
FAMRX vs RGWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FAMRX vs. RGWFX commentary
Feb 22, 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 Hold and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 21.6B vs. FAMRX (4.71B). FAMRX pays higher dividends than RGWFX: FAMRX (1.25) vs RGWFX (0.86). FAMRX was incepted earlier than RGWFX: FAMRX (25 years) vs RGWFX (13 years). FAMRX is a more actively managed with annual turnover of: 24.00 vs. RGWFX (1.00). FAMRX has a lower initial minimum investment than RGWFX: FAMRX (0) vs RGWFX (250). RGWFX annual gain was more profitable for investors over the last year : 16.09 vs. FAMRX (13.35). FAMRX return over 5 years is better than : 43.69 vs. RGWFX (39.37).
| FAMRX | RGWFX | FAMRX / RGWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 5.032 | 5.562 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 21.6B | 22% |
| Annual Yield % from dividends | 1.25 | 0.86 | 144% |
| Returns for 1 year | 13.35 | 16.09 | 83% |
| Returns for 3 years | 17.64 | 17.99 | 98% |
| Returns for 5 years | 43.69 | 39.37 | 111% |
| Returns for 10 years | 74.32 | 76.67 | 97% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers