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HRCIX vs RGACX
HRCIX vs RGACX Comparison
Open Charts HRCIX vs RGACX
Carillon ClariVest Capital Apprec I
Price$56.80
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets464.82M
American Funds Growth Fund of Amer R3
Price$70.07
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets285.48B
HRCIX vs RGACX Comparison Chart
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HRCIX vs. RGACX commentary
May 11, 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 HRCIX is a StrongBuy and RGACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGACX has more cash in the bank: 285B vs. HRCIX (465M). RGACX pays higher dividends than HRCIX: RGACX (0.08) vs HRCIX (0.01). HRCIX was incepted earlier than RGACX: HRCIX (19 years) vs RGACX (23 years). RGACX (0.94) and HRCIX (0.91) have similar cost to investors . RGACX is a more actively managed with annual turnover of: 25.00 vs. HRCIX (22.00). RGACX has a lower initial minimum investment than HRCIX: RGACX (250) vs HRCIX (10000). RGACX annual gain was more profitable for investors over the last year : 2.58 vs. HRCIX (1.11). RGACX return over 5 years is better than : 41.87 vs. HRCIX (20.48).
| HRCIX | RGACX | HRCIX / RGACX | |
| Total Expense Ratio | 0.70 | 0.94 | 74% |
| Annual Report Gross Expense Ratio | 0.91 | 0.94 | 97% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -4.937 | -2.667 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 285B | 0% |
| Annual Yield % from dividends | 0.01 | 0.08 | 7% |
| Returns for 1 year | 1.11 | 2.58 | 43% |
| Returns for 3 years | 8.73 | 31.70 | 28% |
| Returns for 5 years | 20.48 | 41.87 | 49% |
| Returns for 10 years | 43.88 | 58.36 | 75% |