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FCAKX vs RGAFX
FCAKX vs RGAFX Comparison
Open Charts FCAKX vs RGAFX
Fidelity Capital Appreciation K
Price$38.74
Change-$1.98 (-4.86%)
VolumeN/A
Net Assets6.24B
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
FCAKX vs RGAFX Comparison Chart
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FCAKX vs. RGAFX 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 FCAKX is a StrongBuy and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. FCAKX (6.24B). RGAFX pays higher dividends than FCAKX: RGAFX (0.66) vs FCAKX (0.24). FCAKX was incepted earlier than RGAFX: FCAKX (17 years) vs RGAFX (23 years). FCAKX (0.49) is less costly to investors than RGAFX (0.34). FCAKX is a more actively managed with annual turnover of: 56.00 vs. RGAFX (25.00). FCAKX has a lower initial minimum investment than RGAFX: FCAKX (0) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : 0.51 vs. FCAKX (-9.87). RGAFX return over 5 years is better than : 73.14 vs. FCAKX (53.08).
| FCAKX | RGAFX | FCAKX / RGAFX | |
| Total Expense Ratio | 0.49 | 0.34 | 144% |
| Annual Report Gross Expense Ratio | 0.49 | 0.34 | 144% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -3.962 | -4.770 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 280B | 2% |
| Annual Yield % from dividends | 0.24 | 0.66 | 36% |
| Returns for 1 year | -9.87 | 0.51 | -1,923% |
| Returns for 3 years | -2.94 | 5.94 | -49% |
| Returns for 5 years | 53.08 | 73.14 | 73% |
| Returns for 10 years | 10.22 | 62.64 | 16% |