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JAVAX vs RBEGX
JAVAX vs RBEGX Comparison
Open Charts JAVAX vs RBEGX
James Aggressive Allocation
Price$16.87
Change+$0.86 (+5.37%)
VolumeN/A
Net Assets29.33M
American Funds Growth and Inc Port R2E
Price$21.65
Change-$0.16 (-0.73%)
VolumeN/A
Net Assets21.95B
JAVAX vs RBEGX Comparison Chart in %
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JAVAX vs. RBEGX commentary
Feb 05, 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 JAVAX is a Hold and RBEGX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. JAVAX (29.3M). RBEGX pays higher dividends than JAVAX: RBEGX (1.22) vs JAVAX (0.53). JAVAX was incepted earlier than RBEGX: JAVAX (11 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 : 17.47 vs. RBEGX (12.35). JAVAX return over 5 years is better than : 59.85 vs. RBEGX (29.00).
| JAVAX | RBEGX | JAVAX / RBEGX | |
| Total Expense Ratio | 1.02 | 1.14 | 89% |
| Annual Report Gross Expense Ratio | 1.02 | 1.14 | 89% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 3.560 | 2.123 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 21.9B | 0% |
| Annual Yield % from dividends | 0.53 | 1.22 | 44% |
| Returns for 1 year | 17.47 | 12.35 | 141% |
| Returns for 3 years | 62.10 | 41.65 | 149% |
| Returns for 5 years | 59.85 | 29.00 | 206% |
| Returns for 10 years | 109.00 | 90.22 | 121% |
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