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FVWSX vs RGAFX
FVWSX vs RGAFX Comparison
Open Charts FVWSX vs RGAFX
Fidelity Series Opportunistic Insights
Price$23.91
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets11.09B
American Funds Growth Fund of Amer R5
Price$72.68
Change+$0.54 (+0.75%)
VolumeN/A
Net Assets283.8B
FVWSX vs RGAFX Comparison Chart
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FVWSX vs. RGAFX 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 RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 284B vs. FVWSX (11.1B). FVWSX pays higher dividends than RGAFX: FVWSX (0.70) vs RGAFX (0.65). FVWSX was incepted earlier than RGAFX: FVWSX (12 years) vs RGAFX (23 years). RGAFX (0.34) is less costly to investors than FVWSX (0.00). RGAFX is a more actively managed with annual turnover of: 25.00 vs. FVWSX (23.00). FVWSX has a lower initial minimum investment than RGAFX: FVWSX (0) vs RGAFX (250). FVWSX annual gain was more profitable for investors over the last year : 7.71 vs. RGAFX (3.96). RGAFX return over 5 years is better than : 46.01 vs. FVWSX (39.99).
| FVWSX | RGAFX | FVWSX / RGAFX | |
| Total Expense Ratio | 0.00 | 0.34 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.34 | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.323 | -2.338 | 57% |
| 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 | 0.65 | 108% |
| Returns for 1 year | 7.71 | 3.96 | 195% |
| Returns for 3 years | 58.57 | 35.06 | 167% |
| Returns for 5 years | 39.99 | 46.01 | 87% |
| Returns for 10 years | 61.32 | 63.54 | 97% |