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JPGSX vs RGAFX
JPGSX vs RGAFX Comparison
Open Charts JPGSX vs RGAFX
JPMorgan U.S. GARP Equity I
Price$86.20
Change-$2.89 (-3.24%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$74.83
Change-$9.91 (-11.69%)
VolumeN/A
CapitalizationN/A
JPGSX vs RGAFX Comparison Chart
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JPGSX vs. RGAFX commentary
Dec 19, 2024
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 JPGSX is a StrongBuy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 313B vs. JPGSX (1.72B). RGAFX pays higher dividends than JPGSX: RGAFX (0.73) vs JPGSX (0.27). JPGSX was incepted earlier than RGAFX: JPGSX (22 years) vs RGAFX (23 years). JPGSX is a more actively managed with annual turnover of: 45.00 vs. RGAFX (31.00). RGAFX has a lower initial minimum investment than JPGSX: RGAFX (250) vs JPGSX (1000000). RGAFX annual gain was more profitable for investors over the last year : 35.65 vs. JPGSX (31.08). JPGSX return over 5 years is better than : 63.30 vs. RGAFX (56.90).
| JPGSX | RGAFX | JPGSX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 30.344 | 34.273 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 313B | 1% |
| Annual Yield % from dividends | 0.27 | 0.73 | 38% |
| Returns for 1 year | 31.08 | 35.65 | 87% |
| Returns for 3 years | 32.71 | 19.24 | 170% |
| Returns for 5 years | 63.30 | 56.90 | 111% |
| Returns for 10 years | 127.65 | 99.89 | 128% |