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FDEQX vs RGAFX
FDEQX vs RGAFX Comparison
Open Charts FDEQX vs RGAFX
Fidelity Disciplined Equity
Price$59.17
Change-$3.44 (-5.49%)
VolumeN/A
Net Assets1.84B
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
FDEQX vs RGAFX Comparison Chart
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FDEQX 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 FDEQX is a Buy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. FDEQX (1.84B). RGAFX pays higher dividends than FDEQX: RGAFX (0.66) vs FDEQX (0.28). FDEQX was incepted earlier than RGAFX: FDEQX (36 years) vs RGAFX (23 years). FDEQX (0.53) is less costly to investors than RGAFX (0.34). FDEQX is a more actively managed with annual turnover of: 39.00 vs. RGAFX (25.00). FDEQX has a lower initial minimum investment than RGAFX: FDEQX (0) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : 0.51 vs. FDEQX (-5.27). FDEQX return over 5 years is better than : 93.73 vs. RGAFX (73.14).
| FDEQX | RGAFX | FDEQX / RGAFX | |
| Total Expense Ratio | 0.53 | 0.34 | 156% |
| Annual Report Gross Expense Ratio | 0.53 | 0.34 | 156% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -7.493 | -4.770 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 280B | 1% |
| Annual Yield % from dividends | 0.28 | 0.66 | 42% |
| Returns for 1 year | -5.27 | 0.51 | -1,027% |
| Returns for 3 years | 7.57 | 5.94 | 127% |
| Returns for 5 years | 93.73 | 73.14 | 128% |
| Returns for 10 years | 82.45 | 62.64 | 132% |
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