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FEYIX vs RGWFX
FEYIX vs RGWFX Comparison
Open Charts FEYIX vs RGWFX
Fidelity Advisor Asset Manager 85% I
Price$27.32
Change-$0.71 (-2.53%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R5
Price$27.38
Change-$0.94 (-3.32%)
VolumeN/A
CapitalizationN/A
FEYIX vs RGWFX Comparison Chart
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FEYIX vs. RGWFX commentary
Dec 19, 2024
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 StrongBuy and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 21.2B vs. FEYIX (4.47B). 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 : 25.78 vs. FEYIX (17.53). RGWFX (41.30) and FEYIX (40.54) have equivalent 5 years return.
| 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 | 15.826 | 25.310 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 21.2B | 21% |
| Annual Yield % from dividends | 1.23 | 0.86 | 142% |
| Returns for 1 year | 17.53 | 25.78 | 68% |
| Returns for 3 years | 9.59 | 6.94 | 138% |
| Returns for 5 years | 40.54 | 41.30 | 98% |
| Returns for 10 years | 79.73 | 85.26 | 94% |
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