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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.28
Change-$0.25 (-0.62%)
VolumeN/A
Net Assets98.87M
American Funds Growth Fund of Amer R5
Price$87.34
Change-$1.95 (-2.18%)
VolumeN/A
Net Assets340.4B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 340B vs. BLUEX (98.9M). RGAFX pays higher dividends than BLUEX: RGAFX (0.52) vs BLUEX (0.27). 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). 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 : 9.22 vs. BLUEX (4.00). RGAFX return over 5 years is better than : 41.72 vs. BLUEX (-30.32).
| 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 | 5.218 | 19.981 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 340B | 0% |
| Annual Yield % from dividends | 0.27 | 0.52 | 53% |
| Returns for 1 year | 4.00 | 9.22 | 43% |
| Returns for 3 years | 16.34 | 66.11 | 25% |
| Returns for 5 years | -30.32 | 41.72 | -73% |
| Returns for 10 years | 19.11 | 104.95 | 18% |
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