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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$29.91
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets4.94B
American Funds Growth Portfolio R5
Price$29.22
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.6B
FAMRX vs RGWFX Comparison Chart in %
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FAMRX vs. RGWFX commentary
Aug 16, 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 RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 23.6B vs. FAMRX (4.94B). FAMRX pays higher dividends than RGWFX: FAMRX (1.31) vs RGWFX (0.64). 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). RGWFX (13.86) and FAMRX (13.27) have marching annual gain over last year. FAMRX return over 5 years is better than : 51.85 vs. RGWFX (43.62).
| 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 | 13.205 | 13.652 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 23.6B | 21% |
| Annual Yield % from dividends | 1.31 | 0.64 | 205% |
| Returns for 1 year | 13.27 | 13.86 | 96% |
| Returns for 3 years | 33.33 | 35.31 | 94% |
| Returns for 5 years | 51.85 | 43.62 | 119% |
| Returns for 10 years | 88.88 | 87.81 | 101% |
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