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MSHMX vs RGAFX
MSHMX vs RGAFX Comparison
Open Charts MSHMX vs RGAFX
Morgan Stanley Inst Permanence I
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets4.74M
American Funds Growth Fund of Amer R5
Price$72.68
Change+$0.54 (+0.75%)
VolumeN/A
Net Assets283.8B
MSHMX vs RGAFX Comparison Chart
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MSHMX vs. RGAFX commentary
May 09, 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 MSHMX is a Sell and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 284B vs. MSHMX (4.74M). MSHMX pays higher dividends than RGAFX: MSHMX (2.53) vs RGAFX (0.65). MSHMX was incepted earlier than RGAFX: MSHMX (5 years) vs RGAFX (23 years). MSHMX (7.44) is less costly to investors than RGAFX (0.34). MSHMX is a more actively managed with annual turnover of: 74.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than MSHMX: RGAFX (250) vs MSHMX (1000000). RGAFX annual gain was more profitable for investors over the last year : 3.96 vs. MSHMX (0.55). RGAFX return over 5 years is better than : 46.01 vs. MSHMX (17.45).
| MSHMX | RGAFX | MSHMX / RGAFX | |
| Total Expense Ratio | 0.85 | 0.34 | 250% |
| Annual Report Gross Expense Ratio | 7.44 | 0.34 | 2,188% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.897 | -2.338 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74M | 284B | 0% |
| Annual Yield % from dividends | 2.53 | 0.65 | 388% |
| Returns for 1 year | 0.55 | 3.96 | 14% |
| Returns for 3 years | 20.72 | 35.06 | 59% |
| Returns for 5 years | 17.45 | 46.01 | 38% |
| Returns for 10 years | N/A | 63.54 | - |
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