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RGAEX vs ZVGIX
RGAEX vs ZVGIX Comparison
Open Charts RGAEX vs ZVGIX
American Funds Growth Fund of Amer R4
Price$85.10
Change+$0.20 (+0.24%)
VolumeN/A
Net Assets331.65B
Zevenbergen Genea Institutional
Price$58.96
Change+$0.48 (+0.82%)
VolumeN/A
Net Assets75.52M
RGAEX vs ZVGIX Comparison Chart in %
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RGAEX vs. ZVGIX commentary
Sep 06, 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: 332B vs. ZVGIX (75.5M). 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 : 45.65 vs. RGAEX (18.38). ZVGIX return over 5 years is better than : 48.85 vs. RGAEX (42.18).
| 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 | 15.751 | 16.799 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332B | 75.5M | 439,735% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 18.38 | 45.65 | 40% |
| Returns for 3 years | 60.06 | 116.92 | 51% |
| Returns for 5 years | 42.18 | 48.85 | 86% |
| Returns for 10 years | 99.47 | 501.02 | 20% |