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RGAFX vs TVFRX ᐉ Comparison: Which is Better to Invest?
RGAFX vs TVFRX Comparison
Open Charts RGAFX vs TVFRX
American Funds Growth Fund of Amer R5
Price$63.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Guggenheim Directional Allocation P
Price$15.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RGAFX vs TVFRX Comparison Chart
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RGAFX vs. TVFRX commentary
Nov 29, 2023
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 RGAFX is a Buy and TVFRX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 214B vs. TVFRX (195M). RGAFX pays higher dividends than TVFRX: RGAFX (0.54) vs TVFRX (0.40). RGAFX was incepted earlier than TVFRX: RGAFX (22 years) vs TVFRX (11 years). TVFRX (1.43) is less costly to investors than RGAFX (0.34). TVFRX is a more actively managed with annual turnover of: 149.00 vs. RGAFX (31.00). TVFRX has a lower initial minimum investment than RGAFX: TVFRX (0) vs RGAFX (250). RGAFX annual gain was more profitable for investors over the last year : 18.56 vs. TVFRX (5.83). RGAFX return over 5 years is better than : 23.77 vs. TVFRX (-11.80).
| RGAFX | TVFRX | RGAFX / TVFRX | |
| Total Expense Ratio | 0.34 | 1.33 | 26% |
| Annual Report Gross Expense Ratio | 0.34 | 1.43 | 24% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 28.797 | 5.563 | 518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 214B | 195M | 109,744% |
| Annual Yield % from dividends | 0.54 | 0.40 | 136% |
| Returns for 1 year | 18.56 | 5.83 | 319% |
| Returns for 3 years | -3.98 | -0.13 | 3,153% |
| Returns for 5 years | 23.77 | -11.80 | -201% |
| Returns for 10 years | 45.41 | 8.24 | 551% |
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