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MVSIX vs RGAFX
MVSIX vs RGAFX Comparison
Open Charts MVSIX vs RGAFX
Mar Vista Strategic Growth Institutional
Price$18.61
Change-$0.06 (-0.32%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$74.83
Change-$9.91 (-11.69%)
VolumeN/A
CapitalizationN/A
MVSIX vs RGAFX Comparison Chart
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MVSIX 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 MVSIX is a Buy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 313B vs. MVSIX (32.5M). RGAFX pays higher dividends than MVSIX: RGAFX (0.73) vs MVSIX (0.48). MVSIX was incepted earlier than RGAFX: MVSIX (13 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. MVSIX (21.00). RGAFX has a lower initial minimum investment than MVSIX: RGAFX (250) vs MVSIX (25000). RGAFX annual gain was more profitable for investors over the last year : 35.65 vs. MVSIX (-15.38). RGAFX return over 5 years is better than : 56.90 vs. MVSIX (-17.41).
| MVSIX | RGAFX | MVSIX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -15.375 | 34.273 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 313B | 0% |
| Annual Yield % from dividends | 0.48 | 0.73 | 67% |
| Returns for 1 year | -15.38 | 35.65 | -43% |
| Returns for 3 years | -41.99 | 19.24 | -218% |
| Returns for 5 years | -17.41 | 56.90 | -31% |
| Returns for 10 years | 27.12 | 99.89 | 27% |