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FDCAX vs RGAFX
FDCAX vs RGAFX Comparison
Open Charts FDCAX vs RGAFX
Fidelity Capital Appreciation
Price$41.00
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets6.13B
American Funds Growth Fund of Amer R5
Price$72.59
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets285.48B
FDCAX vs RGAFX Comparison Chart
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FDCAX vs. RGAFX commentary
May 12, 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: 285B vs. FDCAX (6.13B). RGAFX pays higher dividends than FDCAX: RGAFX (0.65) 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 : 3.45 vs. FDCAX (-8.51). RGAFX return over 5 years is better than : 45.83 vs. FDCAX (26.55).
| 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 | -2.774 | -2.459 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.13B | 285B | 2% |
| Annual Yield % from dividends | 0.23 | 0.65 | 35% |
| Returns for 1 year | -8.51 | 3.45 | -247% |
| Returns for 3 years | 16.84 | 33.96 | 50% |
| Returns for 5 years | 26.55 | 45.83 | 58% |
| Returns for 10 years | 9.91 | 63.63 | 16% |