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OTFCX vs RGAFX
OTFCX vs RGAFX Comparison
Open Charts OTFCX vs RGAFX
Invesco Capital Appreciation C
Price$44.34
Change+$0.26 (+0.59%)
VolumeN/A
CapitalizationN/A
American Funds Growth Fund of Amer R5
Price$81.29
Change+$0.07 (+0.09%)
VolumeN/A
CapitalizationN/A
OTFCX vs RGAFX Comparison Chart
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OTFCX vs. RGAFX commentary
Nov 22, 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 OTFCX is a StrongBuy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 302B vs. OTFCX (5.86B). RGAFX pays higher dividends than OTFCX: RGAFX (0.73) vs OTFCX (0.00). OTFCX was incepted earlier than RGAFX: OTFCX (31 years) vs RGAFX (23 years). OTFCX is a more actively managed with annual turnover of: 83.00 vs. RGAFX (31.00). RGAFX has a lower initial minimum investment than OTFCX: RGAFX (250) vs OTFCX (1000). OTFCX annual gain was more profitable for investors over the last year : 38.10 vs. RGAFX (28.96). RGAFX return over 5 years is better than : 56.39 vs. OTFCX (-6.95).
| OTFCX | RGAFX | OTFCX / RGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 32.492 | 28.696 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 302B | 2% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 38.10 | 28.96 | 132% |
| Returns for 3 years | -25.83 | -1.76 | 1,472% |
| Returns for 5 years | -6.95 | 56.39 | -12% |
| Returns for 10 years | -24.10 | 74.15 | -33% |