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NASDX vs RGAFX
NASDX vs RGAFX Comparison
Open Charts NASDX vs RGAFX
Shelton Nasdaq-100 Index Investor
Price$39.75
Change+$0.65 (+1.66%)
VolumeN/A
Net Assets1.92B
American Funds Growth Fund of Amer R5
Price$76.94
Change+$0.87 (+1.14%)
VolumeN/A
Net Assets303.09B
NASDX vs RGAFX Comparison Chart
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NASDX vs. RGAFX commentary
Jan 19, 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 NASDX is a Hold and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 303B vs. NASDX (1.92B). RGAFX pays higher dividends than NASDX: RGAFX (0.73) vs NASDX (0.39). NASDX was incepted earlier than RGAFX: NASDX (25 years) vs RGAFX (23 years). RGAFX is a more actively managed with annual turnover of: 31.00 vs. NASDX (22.00). RGAFX has a lower initial minimum investment than NASDX: RGAFX (250) vs NASDX (1000). RGAFX annual gain was more profitable for investors over the last year : 22.66 vs. NASDX (16.92). NASDX return over 5 years is better than : 93.19 vs. RGAFX (47.52).
| NASDX | RGAFX | NASDX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.028 | 3.386 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 303B | 1% |
| Annual Yield % from dividends | 0.39 | 0.73 | 54% |
| Returns for 1 year | 16.92 | 22.66 | 75% |
| Returns for 3 years | 19.13 | 13.48 | 142% |
| Returns for 5 years | 93.19 | 47.52 | 196% |
| Returns for 10 years | 286.15 | 86.49 | 331% |