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PGBHX vs RGAFX
PGBHX vs RGAFX Comparison
Open Charts PGBHX vs RGAFX
Principal Blue Chip R6
Price$46.35
Change-$0.16 (-0.34%)
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
PGBHX vs RGAFX Comparison Chart
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PGBHX 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 PGBHX is a Buy and RGAFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 285B vs. PGBHX (10.8B). RGAFX pays higher dividends than PGBHX: RGAFX (0.65) vs PGBHX (0.11). PGBHX was incepted earlier than RGAFX: PGBHX (8 years) vs RGAFX (23 years). PGBHX (0.60) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. PGBHX (14.70). PGBHX has a lower initial minimum investment than RGAFX: PGBHX (0) vs RGAFX (250). PGBHX annual gain was more profitable for investors over the last year : 6.35 vs. RGAFX (3.45). PGBHX return over 5 years is better than : 70.27 vs. RGAFX (45.83).
| PGBHX | RGAFX | PGBHX / RGAFX | |
| Total Expense Ratio | 0.57 | 0.34 | 168% |
| Annual Report Gross Expense Ratio | 0.60 | 0.34 | 176% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.608 | -2.459 | -25% |
| 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 | 0.11 | 0.65 | 17% |
| Returns for 1 year | 6.35 | 3.45 | 184% |
| Returns for 3 years | 58.36 | 33.96 | 172% |
| Returns for 5 years | 70.27 | 45.83 | 153% |
| Returns for 10 years | N/A | 63.63 | - |
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