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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$31.41
Change+$0.27 (+0.87%)
VolumeN/A
Net Assets6.31B
American Funds Growth Portfolio R5
Price$29.68
Change-$0.85 (-2.78%)
VolumeN/A
Net Assets25.13B
FAMRX vs RGWFX Comparison Chart in %
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FAMRX vs. RGWFX commentary
Feb 04, 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 FAMRX is a Buy and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 25.1B vs. FAMRX (6.31B). FAMRX pays higher dividends than RGWFX: FAMRX (1.43) vs RGWFX (0.59). FAMRX was incepted earlier than RGWFX: FAMRX (26 years) vs RGWFX (14 years). FAMRX (0.66) is less costly to investors than RGWFX (0.43). FAMRX has a lower initial minimum investment than RGWFX: FAMRX (0) vs RGWFX (250). FAMRX annual gain was more profitable for investors over the last year : 18.30 vs. RGWFX (12.20). FAMRX return over 5 years is better than : 38.98 vs. RGWFX (24.78).
| FAMRX | RGWFX | FAMRX / RGWFX | |
| Total Expense Ratio | 0.63 | 0.43 | 147% |
| Annual Report Gross Expense Ratio | 0.66 | 0.43 | 153% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 4.030 | 1.159 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.31B | 25.1B | 25% |
| Annual Yield % from dividends | 1.43 | 0.59 | 243% |
| Returns for 1 year | 18.30 | 12.20 | 150% |
| Returns for 3 years | 46.99 | 54.05 | 87% |
| Returns for 5 years | 38.98 | 24.78 | 157% |
| Returns for 10 years | 138.81 | 130.04 | 107% |
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