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PGBEX vs RGAFX
PGBEX vs RGAFX Comparison
Open Charts PGBEX vs RGAFX
Principal Blue Chip R3
Price$44.08
Change-$0.16 (-0.36%)
VolumeN/A
Net Assets10.78B
American Funds Growth Fund of Amer R5
Price$72.59
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets285.48B
PGBEX vs RGAFX Comparison Chart
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PGBEX vs. RGAFX commentary
May 11, 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 PGBEX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 285B vs. PGBEX (10.8B). RGAFX pays higher dividends than PGBEX: RGAFX (0.65) vs PGBEX (0.00). PGBEX was incepted earlier than RGAFX: PGBEX (9 years) vs RGAFX (23 years). PGBEX (1.16) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. PGBEX (14.70). PGBEX has a lower initial minimum investment than RGAFX: PGBEX (0) vs RGAFX (250). PGBEX annual gain was more profitable for investors over the last year : 5.53 vs. RGAFX (3.45). PGBEX return over 5 years is better than : 64.72 vs. RGAFX (45.83).
| PGBEX | RGAFX | PGBEX / RGAFX | |
| Total Expense Ratio | 1.13 | 0.34 | 332% |
| Annual Report Gross Expense Ratio | 1.16 | 0.34 | 341% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.387 | -2.459 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 285B | 4% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 5.53 | 3.45 | 160% |
| Returns for 3 years | 55.32 | 33.96 | 163% |
| Returns for 5 years | 64.72 | 45.83 | 141% |
| Returns for 10 years | N/A | 63.63 | - |