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IOLZX vs RGAHX
IOLZX vs RGAHX Comparison
Open Charts IOLZX vs RGAHX
ICON Equity Institutional
Price$27.25
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets51.2M
American Funds Growth Fund of Amer R5E
Price$75.93
Change+$0.86 (+1.15%)
VolumeN/A
Net Assets306.54B
IOLZX vs RGAHX Comparison Chart
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IOLZX vs. RGAHX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGAHX has more cash in the bank: 307B vs. IOLZX (51.2M). 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 : 22.41 vs. IOLZX (1.74). RGAHX return over 5 years is better than : 46.55 vs. IOLZX (-6.84).
| 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 | 3.494 | 3.391 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 307B | 0% |
| Annual Yield % from dividends | 0.64 | 0.64 | 100% |
| Returns for 1 year | 1.74 | 22.41 | 8% |
| Returns for 3 years | -22.42 | 12.99 | -173% |
| Returns for 5 years | -6.84 | 46.55 | -15% |
| Returns for 10 years | 39.22 | N/A | - |