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GAFFX vs ZVGIX
GAFFX vs ZVGIX Comparison
Open Charts GAFFX vs ZVGIX
American Funds Growth Fund of Amer F3
Price$76.01
Change+$0.28 (+0.37%)
VolumeN/A
Net Assets302.2B
Zevenbergen Genea Institutional
Price$52.39
Change-$1.06 (-1.98%)
VolumeN/A
Net Assets71.73M
GAFFX vs ZVGIX Comparison Chart
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GAFFX vs. ZVGIX commentary
May 23, 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 GAFFX is a StrongBuy and ZVGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GAFFX has more cash in the bank: 302B vs. ZVGIX (71.7M). GAFFX pays higher dividends than ZVGIX: GAFFX (0.70) vs ZVGIX (0.00). GAFFX was incepted earlier than ZVGIX: GAFFX (8 years) vs ZVGIX (10 years). ZVGIX (1.32) is less costly to investors than GAFFX (0.30). GAFFX is a more actively managed with annual turnover of: 25.00 vs. ZVGIX (18.83). ZVGIX has a lower initial minimum investment than GAFFX: ZVGIX (50000) vs GAFFX (1000000). ZVGIX annual gain was more profitable for investors over the last year : 36.21 vs. GAFFX (5.85). ZVGIX return over 5 years is better than : 82.11 vs. GAFFX (48.88).
| GAFFX | ZVGIX | GAFFX / ZVGIX | |
| Total Expense Ratio | 0.30 | 1.00 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 1.692 | 5.884 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302B | 71.7M | 421,199% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 5.85 | 36.21 | 16% |
| Returns for 3 years | 41.98 | 102.92 | 41% |
| Returns for 5 years | 48.88 | 82.11 | 60% |
| Returns for 10 years | N/A | N/A | - |
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