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JGVRX vs RGAFX
JGVRX vs RGAFX Comparison
Open Charts JGVRX vs RGAFX
JPMorgan Growth Advantage R5
Price$39.29
Change-$0.12 (-0.30%)
VolumeN/A
Net Assets19.6B
American Funds Growth Fund of Amer R5
Price$72.59
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets285.48B
JGVRX vs RGAFX Comparison Chart
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JGVRX vs. RGAFX commentary
May 11, 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 JGVRX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 285B vs. JGVRX (19.6B). RGAFX pays higher dividends than JGVRX: RGAFX (0.65) vs JGVRX (0.00). JGVRX was incepted earlier than RGAFX: JGVRX (16 years) vs RGAFX (23 years). JGVRX (0.68) is less costly to investors than RGAFX (0.34). JGVRX is a more actively managed with annual turnover of: 28.00 vs. RGAFX (25.00). JGVRX has a lower initial minimum investment than RGAFX: JGVRX (0) vs RGAFX (250). JGVRX annual gain was more profitable for investors over the last year : 3.87 vs. RGAFX (3.45). JGVRX return over 5 years is better than : 61.63 vs. RGAFX (45.83).
| JGVRX | RGAFX | JGVRX / RGAFX | |
| Total Expense Ratio | 0.60 | 0.34 | 176% |
| Annual Report Gross Expense Ratio | 0.68 | 0.34 | 200% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -5.965 | -2.459 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 285B | 7% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 3.87 | 3.45 | 112% |
| Returns for 3 years | 52.87 | 33.96 | 156% |
| Returns for 5 years | 61.63 | 45.83 | 134% |
| Returns for 10 years | 148.13 | 63.63 | 233% |
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