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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$26.65
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets4.46B
American Funds Growth Portfolio R5
Price$25.39
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets20.28B
FAMRX vs RGWFX Comparison Chart
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FAMRX vs. RGWFX commentary
May 09, 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: 20.3B vs. FAMRX (4.46B). FAMRX pays higher dividends than RGWFX: FAMRX (1.45) vs RGWFX (0.73). 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 : 4.74 vs. RGWFX (4.22). FAMRX return over 5 years is better than : 55.24 vs. RGWFX (45.32).
| 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 | 0.530 | -1.245 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 20.3B | 22% |
| Annual Yield % from dividends | 1.45 | 0.73 | 198% |
| Returns for 1 year | 4.74 | 4.22 | 112% |
| Returns for 3 years | 26.48 | 28.66 | 92% |
| Returns for 5 years | 55.24 | 45.32 | 122% |
| Returns for 10 years | 64.34 | 61.06 | 105% |
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