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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.71
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets100.15M
American Funds Growth Fund of Amer R5
Price$87.97
Change+$0.18 (+0.21%)
VolumeN/A
Net Assets336.91B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Oct 19, 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 BLUEX is a Buy and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 337B vs. BLUEX (100M). RGAFX pays higher dividends than BLUEX: RGAFX (0.53) vs BLUEX (0.28). BLUEX was incepted earlier than RGAFX: BLUEX (35 years) vs RGAFX (23 years). BLUEX (1.24) is less costly to investors than RGAFX (0.34). BLUEX is a more actively managed with annual turnover of: 33.00 vs. RGAFX (25.00). RGAFX has a lower initial minimum investment than BLUEX: RGAFX (250) vs BLUEX (2000). RGAFX annual gain was more profitable for investors over the last year : 11.94 vs. BLUEX (4.38). RGAFX return over 5 years is better than : 41.66 vs. BLUEX (-30.58).
| BLUEX | RGAFX | BLUEX / RGAFX | |
| Total Expense Ratio | 1.16 | 0.34 | 341% |
| Annual Report Gross Expense Ratio | 1.24 | 0.34 | 365% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 5.685 | 18.207 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 337B | 0% |
| Annual Yield % from dividends | 0.28 | 0.53 | 52% |
| Returns for 1 year | 4.38 | 11.94 | 37% |
| Returns for 3 years | 18.91 | 73.49 | 26% |
| Returns for 5 years | -30.58 | 41.66 | -73% |
| Returns for 10 years | 17.67 | 103.34 | 17% |
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