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GFAFX vs ZVGIX
GFAFX vs ZVGIX Comparison
Open Charts GFAFX vs ZVGIX
American Funds Growth Fund of Amer F1
Price$70.20
Change+$0.72 (+1.04%)
VolumeN/A
Net Assets275.25B
Zevenbergen Genea Institutional
Price$44.53
Change+$0.90 (+2.06%)
VolumeN/A
Net Assets59.69M
GFAFX vs ZVGIX Comparison Chart
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GFAFX vs. ZVGIX commentary
Apr 03, 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 GFAFX is a Buy and ZVGIX is a Hold.
FUNDAMENTALS
Fundamentals
GFAFX has more cash in the bank: 275B vs. ZVGIX (59.7M). GFAFX pays higher dividends than ZVGIX: GFAFX (0.35) vs ZVGIX (0.00). GFAFX was incepted earlier than ZVGIX: GFAFX (24 years) vs ZVGIX (10 years). ZVGIX (1.32) is less costly to investors than GFAFX (0.67). GFAFX is a more actively managed with annual turnover of: 25.00 vs. ZVGIX (18.83). GFAFX has a lower initial minimum investment than ZVGIX: GFAFX (250) vs ZVGIX (50000). ZVGIX annual gain was more profitable for investors over the last year : 10.46 vs. GFAFX (0.81). ZVGIX return over 5 years is better than : 134.70 vs. GFAFX (71.15).
| GFAFX | ZVGIX | GFAFX / ZVGIX | |
| Total Expense Ratio | 0.67 | 1.00 | 67% |
| Annual Report Gross Expense Ratio | 0.67 | 1.32 | 51% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -4.826 | -13.570 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275B | 59.7M | 460,637% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 0.81 | 10.46 | 8% |
| Returns for 3 years | 6.95 | 1.14 | 612% |
| Returns for 5 years | 71.15 | 134.70 | 53% |
| Returns for 10 years | 61.39 | N/A | - |
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