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FDCAX vs RGAFX
FDCAX vs RGAFX Comparison
Open Charts FDCAX vs RGAFX
Fidelity Capital Appreciation
Price$37.50
Change-$1.33 (-3.43%)
VolumeN/A
Net Assets6.24B
American Funds Growth Fund of Amer R5
Price$66.13
Change-$2.72 (-3.95%)
VolumeN/A
Net Assets271.59B
FDCAX vs RGAFX Comparison Chart
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FDCAX vs. RGAFX commentary
Apr 11, 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 FDCAX is a Buy and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 272B vs. FDCAX (6.24B). RGAFX pays higher dividends than FDCAX: RGAFX (0.66) vs FDCAX (0.23). FDCAX was incepted earlier than RGAFX: FDCAX (38 years) vs RGAFX (23 years). FDCAX (0.56) is less costly to investors than RGAFX (0.34). FDCAX is a more actively managed with annual turnover of: 56.00 vs. RGAFX (25.00). FDCAX has a lower initial minimum investment than RGAFX: FDCAX (0) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : -1.74 vs. FDCAX (-13.26). RGAFX return over 5 years is better than : 52.56 vs. FDCAX (30.99).
| FDCAX | RGAFX | FDCAX / RGAFX | |
| Total Expense Ratio | 0.56 | 0.34 | 165% |
| Annual Report Gross Expense Ratio | 0.56 | 0.34 | 165% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | -7.920 | -7.485 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.24B | 272B | 2% |
| Annual Yield % from dividends | 0.23 | 0.66 | 35% |
| Returns for 1 year | -13.26 | -1.74 | 761% |
| Returns for 3 years | -2.96 | 9.85 | -30% |
| Returns for 5 years | 30.99 | 52.56 | 59% |
| Returns for 10 years | 3.33 | 56.31 | 6% |
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