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IOLZX vs RGAHX
IOLZX vs RGAHX Comparison
Open Charts IOLZX vs RGAHX
ICON Equity Institutional
Price$26.82
Change-$0.61 (-2.22%)
VolumeN/A
Net Assets49.81M
American Funds Growth Fund of Amer R5E
Price$75.73
Change-$1.82 (-2.35%)
VolumeN/A
Net Assets304.33B
IOLZX vs RGAHX Comparison Chart
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IOLZX vs. RGAHX commentary
Feb 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 IOLZX is a Hold and RGAHX is a Hold.
FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 304B vs. IOLZX (49.8M). RGAHX (0.64) and IOLZX (0.64) have matching dividends . IOLZX was incepted earlier than RGAHX: IOLZX (21 years) vs RGAHX (9 years). RGAHX is a more actively managed with annual turnover of: 31.00 vs. IOLZX (4.00). RGAHX has a lower initial minimum investment than IOLZX: RGAHX (250) vs IOLZX (1000). RGAHX annual gain was more profitable for investors over the last year : 12.49 vs. IOLZX (-4.06). RGAHX return over 5 years is better than : 43.06 vs. IOLZX (-7.31).
| IOLZX | RGAHX | IOLZX / RGAHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 1.861 | 3.118 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 304B | 0% |
| Annual Yield % from dividends | 0.64 | 0.64 | 100% |
| Returns for 1 year | -4.06 | 12.49 | -33% |
| Returns for 3 years | -17.69 | 23.39 | -76% |
| Returns for 5 years | -7.31 | 43.06 | -17% |
| Returns for 10 years | 29.17 | N/A | - |
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