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IOLZX vs RGEBX
IOLZX vs RGEBX Comparison
Open Charts IOLZX vs RGEBX
ICON Equity Institutional
Price$27.25
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets51.2M
American Funds Growth Fund of Amer R2E
Price$73.84
Change+$0.83 (+1.14%)
VolumeN/A
Net Assets306.54B
IOLZX vs RGEBX Comparison Chart
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IOLZX vs. RGEBX 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 RGEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 307B vs. IOLZX (51.2M). IOLZX pays higher dividends than RGEBX: IOLZX (0.64) vs RGEBX (0.16). IOLZX was incepted earlier than RGEBX: IOLZX (21 years) vs RGEBX (10 years). RGEBX is a more actively managed with annual turnover of: 31.00 vs. IOLZX (4.00). RGEBX has a lower initial minimum investment than IOLZX: RGEBX (250) vs IOLZX (1000). RGEBX annual gain was more profitable for investors over the last year : 21.39 vs. IOLZX (1.74). RGEBX return over 5 years is better than : 42.23 vs. IOLZX (-6.84).
| IOLZX | RGEBX | IOLZX / RGEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 3.494 | 3.359 | 104% |
| 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 | 0.16 | 409% |
| Returns for 1 year | 1.74 | 21.39 | 8% |
| Returns for 3 years | -22.42 | 10.90 | -206% |
| Returns for 5 years | -6.84 | 42.23 | -16% |
| Returns for 10 years | 39.22 | 76.54 | 51% |
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