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FEYIX vs RGWFX
FEYIX vs RGWFX Comparison
Open Charts FEYIX vs RGWFX
Fidelity Advisor Asset Manager 85% I
Price$27.35
Change-$0.30 (-1.08%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R5
Price$26.98
Change-$0.44 (-1.60%)
VolumeN/A
CapitalizationN/A
FEYIX vs RGWFX Comparison Chart
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FEYIX vs. RGWFX commentary
Nov 18, 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: 20.2B vs. FEYIX (4.26B). 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 : 28.29 vs. FEYIX (20.89). FEYIX (41.45) and RGWFX (40.00) 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 | 13.017 | 19.381 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.26B | 20.2B | 21% |
| Annual Yield % from dividends | 1.23 | 0.86 | 142% |
| Returns for 1 year | 20.89 | 28.29 | 74% |
| Returns for 3 years | 2.99 | -4.70 | -64% |
| Returns for 5 years | 41.45 | 40.00 | 104% |
| Returns for 10 years | 58.75 | 76.27 | 77% |
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