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JPGSX vs RGAFX
JPGSX vs RGAFX Comparison
Open Charts JPGSX vs RGAFX
JPMorgan U.S. GARP Equity I
Price$76.98
Change+$7.96 (+11.53%)
VolumeN/A
Net Assets1.46B
American Funds Growth Fund of Amer R5
Price$68.85
Change+$6.55 (+10.51%)
VolumeN/A
Net Assets245.76B
JPGSX vs RGAFX Comparison Chart
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JPGSX vs. RGAFX commentary
Apr 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 JPGSX is a Buy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 246B vs. JPGSX (1.46B). RGAFX pays higher dividends than JPGSX: RGAFX (0.66) vs JPGSX (0.16). JPGSX was incepted earlier than RGAFX: JPGSX (22 years) vs RGAFX (23 years). JPGSX (0.65) is less costly to investors than RGAFX (0.34). JPGSX is a more actively managed with annual turnover of: 46.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than JPGSX: RGAFX (250) vs JPGSX (1000000). JPGSX annual gain was more profitable for investors over the last year : -10.72 vs. RGAFX (-11.80). JPGSX (39.20) and RGAFX (38.05) have equivalent 5 years return.
| JPGSX | RGAFX | JPGSX / RGAFX | |
| Total Expense Ratio | 0.59 | 0.34 | 174% |
| Annual Report Gross Expense Ratio | 0.65 | 0.34 | 191% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -19.651 | -16.286 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 246B | 1% |
| Annual Yield % from dividends | 0.16 | 0.66 | 24% |
| Returns for 1 year | -10.72 | -11.80 | 91% |
| Returns for 3 years | 11.41 | -2.47 | -462% |
| Returns for 5 years | 39.20 | 38.05 | 103% |
| Returns for 10 years | 73.07 | 40.93 | 179% |
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