NFEPX vs RGAFX ᐉ Comparison: Which is Better to Invest?
NFEPX vs RGAFX Comparison
Open Charts NFEPX vs RGAFX
Columbia Large Cap Growth Opp Inst
Price$14.71
Change+$0.05 (+0.34%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$59.60
Change+$0.27 (+0.46%)
VolumeN/A
CapitalizationN/A
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NFEPX vs RGAFX Comparison Chart
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NFEPX vs. RGAFX commentary
Sep 26, 2023
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 NFEPX is a Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 223B vs. NFEPX (1.09B). RGAFX pays higher dividends than NFEPX: RGAFX (0.50) vs NFEPX (0.00). NFEPX was incepted earlier than RGAFX: NFEPX (26 years) vs RGAFX (21 years). NFEPX (0.86) is less costly to investors than RGAFX (0.34). NFEPX is a more actively managed with annual turnover of: 74.00 vs. RGAFX (30.00). RGAFX has a lower initial minimum investment than NFEPX: RGAFX (250) vs NFEPX (2000). NFEPX annual gain was more profitable for investors over the last year : 17.77 vs. RGAFX (16.78). RGAFX return over 5 years is better than : 6.31 vs. NFEPX (-11.12).
| NFEPX | RGAFX | NFEPX / RGAFX | |
| Total Expense Ratio | 0.80 | 0.34 | 235% |
| Annual Report Gross Expense Ratio | 0.86 | 0.34 | 253% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 13.416 | 20.526 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.09B | 223B | 0% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 17.77 | 16.78 | 106% |
| Returns for 3 years | -32.09 | 1.02 | -3,132% |
| Returns for 5 years | -11.12 | 6.31 | -176% |
| Returns for 10 years | 71.28 | 44.19 | 161% |