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FDCAX vs RGAFX
FDCAX vs RGAFX Comparison
Open Charts FDCAX vs RGAFX
Fidelity Capital Appreciation
Price$43.37
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.55B
American Funds Growth Fund of Amer R5
Price$77.84
Change-$0.26 (-0.33%)
VolumeN/A
Net Assets304.87B
FDCAX vs RGAFX Comparison Chart
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FDCAX vs. RGAFX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 305B vs. FDCAX (6.55B). RGAFX pays higher dividends than FDCAX: RGAFX (0.61) vs FDCAX (0.22). FDCAX was incepted earlier than RGAFX: FDCAX (39 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 : 8.97 vs. FDCAX (-5.50). RGAFX return over 5 years is better than : 45.90 vs. FDCAX (23.12).
| FDCAX | RGAFX | FDCAX / RGAFX | |
| Total Expense Ratio | 0.56 | 0.34 | 165% |
| Annual Report Gross Expense Ratio | 0.56 | 0.34 | 165% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 2.798 | 4.945 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.55B | 305B | 2% |
| Annual Yield % from dividends | 0.22 | 0.61 | 36% |
| Returns for 1 year | -5.50 | 8.97 | -61% |
| Returns for 3 years | 17.66 | 38.75 | 46% |
| Returns for 5 years | 23.12 | 45.90 | 50% |
| Returns for 10 years | 16.03 | 76.55 | 21% |
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