Ad is loading...
FEYIX vs RGWFX
FEYIX vs RGWFX Comparison
Open Charts FEYIX vs RGWFX
Fidelity Advisor Asset Manager 85% I
Price$25.14
Change+$1.69 (+7.21%)
VolumeN/A
Net Assets4.47B
American Funds Growth Portfolio R5
Price$23.89
Change+$1.98 (+9.04%)
VolumeN/A
Net Assets17.55B
FEYIX vs RGWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FEYIX vs. RGWFX 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 FEYIX is a Buy and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 17.6B vs. FEYIX (4.47B). FEYIX pays higher dividends than RGWFX: FEYIX (1.45) vs RGWFX (0.74). FEYIX was incepted earlier than RGWFX: FEYIX (19 years) vs RGWFX (13 years). FEYIX (0.69) is less costly to investors than RGWFX (0.43). FEYIX has a lower initial minimum investment than RGWFX: FEYIX (0) vs RGWFX (250). FEYIX annual gain was more profitable for investors over the last year : -7.64 vs. RGWFX (-11.15). FEYIX return over 5 years is better than : 45.20 vs. RGWFX (35.12).
| FEYIX | RGWFX | FEYIX / RGWFX | |
| Total Expense Ratio | 0.69 | 0.43 | 160% |
| Annual Report Gross Expense Ratio | 0.69 | 0.43 | 160% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | -10.972 | -14.780 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 17.6B | 25% |
| Annual Yield % from dividends | 1.45 | 0.74 | 195% |
| Returns for 1 year | -7.64 | -11.15 | 69% |
| Returns for 3 years | -0.38 | -4.83 | 8% |
| Returns for 5 years | 45.20 | 35.12 | 129% |
| Returns for 10 years | 44.82 | 39.59 | 113% |
View a ticker or compare two or three
VS
VS
Ad is loading...