Ad is loading...
NASDX vs RGAFX
NASDX vs RGAFX Comparison
Open Charts NASDX vs RGAFX
Shelton Nasdaq-100 Index Investor
Price$40.08
Change-$0.84 (-2.05%)
VolumeN/A
Net Assets1.94B
American Funds Growth Fund of Amer R5
Price$76.74
Change-$1.85 (-2.35%)
VolumeN/A
Net Assets304.33B
NASDX vs RGAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NASDX vs. RGAFX commentary
Feb 23, 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 StrongBuy and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 304B vs. NASDX (1.94B). 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 : 12.70 vs. NASDX (11.14). NASDX return over 5 years is better than : 89.03 vs. RGAFX (43.99).
| 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 | 2.875 | 3.117 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 304B | 1% |
| Annual Yield % from dividends | 0.39 | 0.73 | 54% |
| Returns for 1 year | 11.14 | 12.70 | 88% |
| Returns for 3 years | 31.70 | 23.90 | 133% |
| Returns for 5 years | 89.03 | 43.99 | 202% |
| Returns for 10 years | 264.86 | 75.24 | 352% |
View a ticker or compare two or three
VS
VS
Ad is loading...