Interact to see
Advertisement
Advertisement
RGAEX vs ZVGIX
RGAEX vs ZVGIX Comparison
Open Charts RGAEX vs ZVGIX
American Funds Growth Fund of Amer R4
Price$84.00
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets329.22B
Zevenbergen Genea Institutional
Price$58.61
Change+$0.37 (+0.64%)
VolumeN/A
Net Assets74.76M
RGAEX vs ZVGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGAEX vs. ZVGIX commentary
Aug 16, 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 RGAEX is a Buy and ZVGIX is a Buy.
FUNDAMENTALS
Fundamentals
RGAEX has more cash in the bank: 329B vs. ZVGIX (74.8M). RGAEX pays higher dividends than ZVGIX: RGAEX (0.31) vs ZVGIX (0.00). RGAEX was incepted earlier than ZVGIX: RGAEX (23 years) vs ZVGIX (10 years). ZVGIX (1.32) is less costly to investors than RGAEX (0.64). RGAEX is a more actively managed with annual turnover of: 25.00 vs. ZVGIX (18.83). RGAEX has a lower initial minimum investment than ZVGIX: RGAEX (250) vs ZVGIX (50000). ZVGIX annual gain was more profitable for investors over the last year : 41.29 vs. RGAEX (14.60). ZVGIX return over 5 years is better than : 55.47 vs. RGAEX (44.16).
| RGAEX | ZVGIX | RGAEX / ZVGIX | |
| Total Expense Ratio | 0.64 | 1.00 | 64% |
| Annual Report Gross Expense Ratio | 0.64 | 1.32 | 48% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.255 | 15.372 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329B | 74.8M | 439,840% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 14.60 | 41.29 | 35% |
| Returns for 3 years | 42.57 | 78.43 | 54% |
| Returns for 5 years | 44.16 | 55.47 | 80% |
| Returns for 10 years | 86.98 | N/A | - |