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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$26.90
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets4.55B
American Funds Growth Portfolio R5
Price$26.37
Change+$0.22 (+0.84%)
VolumeN/A
Net Assets21.01B
FAMRX vs RGWFX Comparison Chart
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FAMRX vs. RGWFX commentary
Jan 19, 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: 21B vs. FAMRX (4.55B). 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 : 18.38 vs. FAMRX (13.92). FAMRX return over 5 years is better than : 39.24 vs. RGWFX (35.42).
| 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 | 1.778 | 2.567 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 21B | 22% |
| Annual Yield % from dividends | 1.25 | 0.86 | 144% |
| Returns for 1 year | 13.92 | 18.38 | 76% |
| Returns for 3 years | 9.99 | 7.95 | 126% |
| Returns for 5 years | 39.24 | 35.42 | 111% |
| Returns for 10 years | 77.33 | 80.29 | 96% |
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