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JGIRX vs RGAFX
JGIRX vs RGAFX Comparison
Open Charts JGIRX vs RGAFX
JPMorgan U.S. GARP Equity R5
Price$72.75
Change-$4.40 (-5.70%)
VolumeN/A
Net Assets1.68B
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
JGIRX vs RGAFX Comparison Chart
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JGIRX vs. RGAFX commentary
Apr 04, 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 JGIRX is a Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. JGIRX (1.68B). RGAFX pays higher dividends than JGIRX: RGAFX (0.66) vs JGIRX (0.27). JGIRX was incepted earlier than RGAFX: JGIRX (19 years) vs RGAFX (23 years). JGIRX (0.50) is less costly to investors than RGAFX (0.34). JGIRX is a more actively managed with annual turnover of: 46.00 vs. RGAFX (25.00). JGIRX has a lower initial minimum investment than RGAFX: JGIRX (0) vs RGAFX (250). JGIRX annual gain was more profitable for investors over the last year : 2.04 vs. RGAFX (0.51). JGIRX (76.46) and RGAFX (73.14) have equivalent 5 years return.
| JGIRX | RGAFX | JGIRX / RGAFX | |
| Total Expense Ratio | 0.44 | 0.34 | 129% |
| Annual Report Gross Expense Ratio | 0.50 | 0.34 | 147% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -8.089 | -4.770 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 280B | 1% |
| Annual Yield % from dividends | 0.27 | 0.66 | 40% |
| Returns for 1 year | 2.04 | 0.51 | 398% |
| Returns for 3 years | 22.17 | 5.94 | 373% |
| Returns for 5 years | 76.46 | 73.14 | 105% |
| Returns for 10 years | 98.54 | 62.64 | 157% |