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OPTFX vs RGAFX
OPTFX vs RGAFX Comparison
Open Charts OPTFX vs RGAFX
Invesco Capital Appreciation A
Price$86.93
Change+$0.86 (+1.00%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$82.39
Change+$0.25 (+0.30%)
VolumeN/A
CapitalizationN/A
OPTFX vs RGAFX Comparison Chart
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OPTFX vs. RGAFX commentary
Nov 27, 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 OPTFX is a StrongBuy and RGAFX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 305B vs. OPTFX (5.87B). RGAFX pays higher dividends than OPTFX: RGAFX (0.73) vs OPTFX (0.00). OPTFX was incepted earlier than RGAFX: OPTFX (44 years) vs RGAFX (23 years). OPTFX is a more actively managed with annual turnover of: 83.00 vs. RGAFX (31.00). RGAFX has a lower initial minimum investment than OPTFX: RGAFX (250) vs OPTFX (1000). OPTFX annual gain was more profitable for investors over the last year : 39.16 vs. RGAFX (29.75). RGAFX return over 5 years is better than : 55.56 vs. OPTFX (28.79).
| OPTFX | RGAFX | OPTFX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 44 years | 23 years | - |
| Gain YTD | 33.857 | 30.154 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 305B | 2% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 39.16 | 29.75 | 132% |
| Returns for 3 years | -4.12 | 3.21 | -128% |
| Returns for 5 years | 28.79 | 55.56 | 52% |
| Returns for 10 years | 24.71 | 76.12 | 32% |
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