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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$38.82
Change-$1.72 (-4.24%)
VolumeN/A
Net Assets93.02M
American Funds Growth Fund of Amer R5
Price$79.62
Change-$9.66 (-10.82%)
VolumeN/A
Net Assets335.97B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Feb 05, 2026
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 Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 336B vs. BLUEX (93M). RGAFX pays higher dividends than BLUEX: RGAFX (0.50) vs BLUEX (0.32). BLUEX was incepted earlier than RGAFX: BLUEX (35 years) vs RGAFX (24 years). BLUEX (1.24) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 32.00 vs. BLUEX (30.00). 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 : 3.03 vs. BLUEX (-2.82). RGAFX return over 5 years is better than : 14.93 vs. BLUEX (-26.75).
| 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 | 24 years | - |
| Gain YTD | -3.216 | -0.995 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 336B | 0% |
| Annual Yield % from dividends | 0.32 | 0.50 | 63% |
| Returns for 1 year | -2.82 | 3.03 | -93% |
| Returns for 3 years | 17.13 | 46.30 | 37% |
| Returns for 5 years | -26.75 | 14.93 | -179% |
| Returns for 10 years | 27.41 | 122.97 | 22% |
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