JAVAX
Price
$16.52
Change
+$0.07 (+0.43%)
Updated
Dec 23 closing price
Net Assets
28.48M
RBEGX
Price
$22.34
Change
+$0.05 (+0.22%)
Updated
Dec 24 closing price
Net Assets
21.95B
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JAVAX vs RBEGX

Header iconJAVAX vs RBEGX Comparison
Open Charts JAVAX vs RBEGXBanner chart's image
James Aggressive Allocation
Price$16.52
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets28.48M
American Funds Growth and Inc Port R2E
Price$22.34
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets21.95B
JAVAX vs RBEGX Comparison Chart in %
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JAVAX vs. RBEGX commentary
Dec 26, 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 JAVAX is a Hold and RBEGX is a Hold.

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FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. JAVAX (28.5M). RBEGX pays higher dividends than JAVAX: RBEGX (1.14) vs JAVAX (0.58). JAVAX was incepted earlier than RBEGX: JAVAX (10 years) vs RBEGX (11 years). RBEGX (1.14) is less costly to investors than JAVAX (1.02). JAVAX is a more actively managed with annual turnover of: 12.00 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than JAVAX: RBEGX (250) vs JAVAX (10000). JAVAX annual gain was more profitable for investors over the last year : 14.92 vs. RBEGX (13.37). JAVAX return over 5 years is better than : 64.11 vs. RBEGX (37.48).
JAVAXRBEGXJAVAX / RBEGX
Total Expense Ratio1.021.1489%
Annual Report Gross Expense Ratio1.021.1489%
Fund Existence10 years11 years-
Gain YTD16.91418.48791%
Front LoadN/AN/A-
Min. Initial Investment100002504,000%
Min. Initial Investment IRAN/AN/A-
Net Assets28.5M21.9B0%
Annual Yield % from dividends0.581.1450%
Returns for 1 year14.9213.37112%
Returns for 3 years65.9046.32142%
Returns for 5 years64.1137.48171%
Returns for 10 years91.2177.10118%
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