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OTFCX vs RGAFX
OTFCX vs RGAFX Comparison
Open Charts OTFCX vs RGAFX
Invesco Discovery Large Cap C
Price$35.17
Change-$2.34 (-6.24%)
VolumeN/A
Net Assets5.13B
American Funds Growth Fund of Amer R5
Price$66.89
Change-$3.98 (-5.62%)
VolumeN/A
Net Assets279.82B
OTFCX vs RGAFX Comparison Chart
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OTFCX vs. RGAFX commentary
Apr 04, 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 OTFCX is a Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 280B vs. OTFCX (5.13B). RGAFX pays higher dividends than OTFCX: RGAFX (0.66) vs OTFCX (0.00). OTFCX was incepted earlier than RGAFX: OTFCX (31 years) vs RGAFX (23 years). OTFCX (1.71) is less costly to investors than RGAFX (0.34). OTFCX is a more actively managed with annual turnover of: 55.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than OTFCX: RGAFX (250) vs OTFCX (1000). RGAFX annual gain was more profitable for investors over the last year : 0.51 vs. OTFCX (-2.01). RGAFX return over 5 years is better than : 73.14 vs. OTFCX (27.98).
| OTFCX | RGAFX | OTFCX / RGAFX | |
| Total Expense Ratio | 1.71 | 0.34 | 503% |
| Annual Report Gross Expense Ratio | 1.71 | 0.34 | 503% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -10.499 | -4.770 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 280B | 2% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | -2.01 | 0.51 | -392% |
| Returns for 3 years | 11.67 | 5.94 | 196% |
| Returns for 5 years | 27.98 | 73.14 | 38% |
| Returns for 10 years | -26.21 | 62.64 | -42% |