Ad is loading...
FVWSX vs RGAEX
FVWSX vs RGAEX Comparison
Open Charts FVWSX vs RGAEX
Fidelity Series Opportunistic Insights
Price$23.91
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets11.09B
American Funds Growth Fund of Amer R4
Price$71.73
Change+$0.53 (+0.74%)
VolumeN/A
Net Assets283.8B
FVWSX vs RGAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVWSX vs. RGAEX commentary
May 09, 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 FVWSX is a Buy and RGAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAEX has more cash in the bank: 284B vs. FVWSX (11.1B). FVWSX pays higher dividends than RGAEX: FVWSX (0.70) vs RGAEX (0.36). FVWSX was incepted earlier than RGAEX: FVWSX (12 years) vs RGAEX (23 years). RGAEX (0.64) is less costly to investors than FVWSX (0.00). RGAEX is a more actively managed with annual turnover of: 25.00 vs. FVWSX (23.00). FVWSX has a lower initial minimum investment than RGAEX: FVWSX (0) vs RGAEX (250). FVWSX annual gain was more profitable for investors over the last year : 7.71 vs. RGAEX (3.57). RGAEX return over 5 years is better than : 44.26 vs. FVWSX (39.99).
| FVWSX | RGAEX | FVWSX / RGAEX | |
| Total Expense Ratio | 0.00 | 0.64 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.64 | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.323 | -2.435 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 284B | 4% |
| Annual Yield % from dividends | 0.70 | 0.36 | 193% |
| Returns for 1 year | 7.71 | 3.57 | 216% |
| Returns for 3 years | 58.57 | 34.09 | 172% |
| Returns for 5 years | 39.99 | 44.26 | 90% |
| Returns for 10 years | 61.32 | 61.13 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...