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BLUEX vs RGAFX
BLUEX vs RGAFX Comparison
Open Charts BLUEX vs RGAFX
AMG Veritas Global Real Return I
Price$40.23
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets96.54M
American Funds Growth Fund of Amer R5
Price$81.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets338.91B
BLUEX vs RGAFX Comparison Chart in %
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BLUEX vs. RGAFX commentary
Dec 27, 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 Hold and RGAFX is a Hold.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 339B vs. BLUEX (96.5M). RGAFX pays higher dividends than BLUEX: RGAFX (0.53) vs BLUEX (0.28). 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 (33.00) and RGAFX (32.00) have comparable annual turnover. 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 : 5.91 vs. BLUEX (3.56). RGAFX return over 5 years is better than : 24.03 vs. BLUEX (-20.47).
| 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 | 4.206 | 9.285 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 339B | 0% |
| Annual Yield % from dividends | 0.28 | 0.53 | 52% |
| Returns for 1 year | 3.56 | 5.91 | 60% |
| Returns for 3 years | 28.36 | 66.78 | 42% |
| Returns for 5 years | -20.47 | 24.03 | -85% |
| Returns for 10 years | 14.56 | 99.46 | 15% |
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