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FEYIX vs RGWFX
FEYIX vs RGWFX Comparison
Open Charts FEYIX vs RGWFX
Fidelity Advisor Asset Manager 85% I
Price$27.24
Change-$0.36 (-1.30%)
VolumeN/A
Net Assets4.71B
American Funds Growth Portfolio R5
Price$26.43
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets21.13B
FEYIX vs RGWFX Comparison Chart
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FEYIX vs. RGWFX commentary
Feb 23, 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 FEYIX is a Hold and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 21.1B vs. FEYIX (4.71B). FEYIX pays higher dividends than RGWFX: FEYIX (1.23) vs RGWFX (0.86). FEYIX was incepted earlier than RGWFX: FEYIX (18 years) vs RGWFX (13 years). FEYIX is a more actively managed with annual turnover of: 24.00 vs. RGWFX (1.00). FEYIX has a lower initial minimum investment than RGWFX: FEYIX (0) vs RGWFX (250). RGWFX annual gain was more profitable for investors over the last year : 10.61 vs. FEYIX (10.02). FEYIX return over 5 years is better than : 41.25 vs. RGWFX (35.73).
| FEYIX | RGWFX | FEYIX / RGWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 3.417 | 2.800 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 21.1B | 22% |
| Annual Yield % from dividends | 1.23 | 0.86 | 142% |
| Returns for 1 year | 10.02 | 10.61 | 94% |
| Returns for 3 years | 16.81 | 16.40 | 102% |
| Returns for 5 years | 41.25 | 35.73 | 115% |
| Returns for 10 years | 70.69 | 71.61 | 99% |
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