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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$25.44
Change-$0.94 (-3.56%)
VolumeN/A
Net Assets4.47B
American Funds Growth Portfolio R5
Price$23.56
Change-$1.21 (-4.88%)
VolumeN/A
Net Assets19.83B
FAMRX vs RGWFX Comparison Chart
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FAMRX vs. RGWFX commentary
Apr 04, 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: 19.8B vs. FAMRX (4.47B). FAMRX pays higher dividends than RGWFX: FAMRX (1.46) vs RGWFX (0.74). FAMRX was incepted earlier than RGWFX: FAMRX (26 years) vs RGWFX (13 years). FAMRX (0.65) is less costly to investors than RGWFX (0.43). FAMRX has a lower initial minimum investment than RGWFX: FAMRX (0) vs RGWFX (250). FAMRX annual gain was more profitable for investors over the last year : 3.83 vs. RGWFX (0.61). FAMRX return over 5 years is better than : 79.62 vs. RGWFX (68.78).
| FAMRX | RGWFX | FAMRX / RGWFX | |
| Total Expense Ratio | 0.65 | 0.43 | 151% |
| Annual Report Gross Expense Ratio | 0.65 | 0.43 | 151% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | -0.189 | -3.656 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 19.8B | 23% |
| Annual Yield % from dividends | 1.46 | 0.74 | 196% |
| Returns for 1 year | 3.83 | 0.61 | 627% |
| Returns for 3 years | 8.71 | 3.57 | 244% |
| Returns for 5 years | 79.62 | 68.78 | 116% |
| Returns for 10 years | 64.49 | 60.01 | 107% |
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