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MCGIX vs RGAFX
MCGIX vs RGAFX Comparison
Open Charts MCGIX vs RGAFX
AMG Montrusco Bolton Large Cap Growth I
Price$10.73
Change-$0.67 (-5.88%)
VolumeN/A
Net Assets179.49M
American Funds Growth Fund of Amer R5
Price$63.02
Change-$3.87 (-5.79%)
VolumeN/A
Net Assets264.01B
MCGIX vs RGAFX Comparison Chart
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MCGIX vs. RGAFX commentary
Apr 05, 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 MCGIX is a Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 264B vs. MCGIX (179M). RGAFX pays higher dividends than MCGIX: RGAFX (0.66) vs MCGIX (0.00). MCGIX was incepted earlier than RGAFX: MCGIX (29 years) vs RGAFX (23 years). MCGIX (0.79) is less costly to investors than RGAFX (0.34). MCGIX is a more actively managed with annual turnover of: 83.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than MCGIX: RGAFX (250) vs MCGIX (100000). RGAFX annual gain was more profitable for investors over the last year : 0.51 vs. MCGIX (-7.38). RGAFX return over 5 years is better than : 73.14 vs. MCGIX (-21.42).
| MCGIX | RGAFX | MCGIX / RGAFX | |
| Total Expense Ratio | 0.73 | 0.34 | 215% |
| Annual Report Gross Expense Ratio | 0.79 | 0.34 | 232% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -4.517 | -4.770 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 264B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | -7.38 | 0.51 | -1,437% |
| Returns for 3 years | -7.83 | 5.94 | -132% |
| Returns for 5 years | -21.42 | 73.14 | -29% |
| Returns for 10 years | -52.83 | 62.64 | -84% |