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FAMRX vs RGWFX
FAMRX vs RGWFX Comparison
Open Charts FAMRX vs RGWFX
Fidelity Asset Manager 85%
Price$30.23
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets5.07B
American Funds Growth Portfolio R5
Price$29.74
Change+$0.28 (+0.95%)
VolumeN/A
Net Assets23.89B
FAMRX vs RGWFX Comparison Chart in %
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FAMRX vs. RGWFX commentary
Sep 09, 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 FAMRX is a Buy and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 23.9B vs. FAMRX (5.07B). FAMRX pays higher dividends than RGWFX: FAMRX (1.28) vs RGWFX (0.63). FAMRX was incepted earlier than RGWFX: FAMRX (26 years) vs RGWFX (13 years). FAMRX (0.65) is less costly to investors than RGWFX (0.43). FAMRX has a lower initial minimum investment than RGWFX: FAMRX (0) vs RGWFX (250). RGWFX annual gain was more profitable for investors over the last year : 19.74 vs. FAMRX (15.83). FAMRX return over 5 years is better than : 51.67 vs. RGWFX (45.19).
| FAMRX | RGWFX | FAMRX / RGWFX | |
| Total Expense Ratio | 0.65 | 0.43 | 151% |
| Annual Report Gross Expense Ratio | 0.65 | 0.43 | 151% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 13.772 | 15.675 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 23.9B | 21% |
| Annual Yield % from dividends | 1.28 | 0.63 | 204% |
| Returns for 1 year | 15.83 | 19.74 | 80% |
| Returns for 3 years | 40.65 | 45.13 | 90% |
| Returns for 5 years | 51.67 | 45.19 | 114% |
| Returns for 10 years | 100.95 | 102.38 | 99% |
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