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OPTIX vs RGEBX
OPTIX vs RGEBX Comparison
Open Charts OPTIX vs RGEBX
Invesco Discovery Large Cap R6
Price$109.42
Change+$1.41 (+1.31%)
VolumeN/A
Net Assets6.01B
American Funds Growth Fund of Amer R2E
Price$80.26
Change+$0.70 (+0.88%)
VolumeN/A
Net Assets322.41B
OPTIX vs RGEBX Comparison Chart in %
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OPTIX vs. RGEBX commentary
Aug 07, 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 OPTIX is a Buy and RGEBX is a Hold.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 322B vs. OPTIX (6.01B). OPTIX (0.00) and RGEBX (0.00) have matching dividends . OPTIX was incepted earlier than RGEBX: OPTIX (14 years) vs RGEBX (11 years). RGEBX (1.09) is less costly to investors than OPTIX (0.64). OPTIX is a more actively managed with annual turnover of: 55.00 vs. RGEBX (25.00). RGEBX has a lower initial minimum investment than OPTIX: RGEBX (250) vs OPTIX (1000000). OPTIX annual gain was more profitable for investors over the last year : 25.48 vs. RGEBX (19.90). OPTIX return over 5 years is better than : 43.69 vs. RGEBX (39.18).
| OPTIX | RGEBX | OPTIX / RGEBX | |
| Total Expense Ratio | 0.64 | 1.09 | 59% |
| Annual Report Gross Expense Ratio | 0.64 | 1.09 | 59% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 7.870 | 12.346 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 322B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 25.48 | 19.90 | 128% |
| Returns for 3 years | 65.66 | 43.68 | 150% |
| Returns for 5 years | 43.69 | 39.18 | 112% |
| Returns for 10 years | 64.55 | 78.71 | 82% |