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ISTAX vs RGEBX
ISTAX vs RGEBX Comparison
Open Charts ISTAX vs RGEBX
American Funds Growth Fund of Amer R2E
Price$67.62
Change+$0.75 (+1.12%)
VolumeN/A
Net Assets275.85B
ISTAX vs RGEBX Comparison Chart
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ISTAX vs. RGEBX commentary
Mar 13, 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 ISTAX is a Hold and RGEBX is a Hold.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 276B vs. ISTAX (46.5M). ISTAX pays higher dividends than RGEBX: ISTAX (0.39) vs RGEBX (0.00). ISTAX was incepted earlier than RGEBX: ISTAX (19 years) vs RGEBX (11 years). ISTAX (1.36) is less costly to investors than RGEBX (1.09). RGEBX is a more actively managed with annual turnover of: 25.00 vs. ISTAX (4.00). RGEBX has a lower initial minimum investment than ISTAX: RGEBX (250) vs ISTAX (1000). RGEBX annual gain was more profitable for investors over the last year : 0.48 vs. ISTAX (-10.88). RGEBX return over 5 years is better than : 66.10 vs. ISTAX (23.09).
| ISTAX | RGEBX | ISTAX / RGEBX | |
| Total Expense Ratio | 1.36 | 1.09 | 125% |
| Annual Report Gross Expense Ratio | 1.36 | 1.09 | 125% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | -4.286 | -6.397 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 276B | 0% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -10.88 | 0.48 | -2,262% |
| Returns for 3 years | -21.87 | 15.18 | -144% |
| Returns for 5 years | 23.09 | 66.10 | 35% |
| Returns for 10 years | 15.80 | 53.71 | 29% |
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