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JAVAX vs RGQFX
JAVAX vs RGQFX Comparison
Open Charts JAVAX vs RGQFX
James Aggressive Allocation
Price$16.45
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets28.64M
American Funds Growth and Inc Port R5E
Price$22.19
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets21.69B
JAVAX vs RGQFX Comparison Chart in %
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JAVAX vs. RGQFX commentary
Dec 04, 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 Buy and RGQFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.7B vs. JAVAX (28.6M). RGQFX pays higher dividends than JAVAX: RGQFX (1.72) vs JAVAX (0.58). JAVAX was incepted earlier than RGQFX: JAVAX (10 years) vs RGQFX (10 years). JAVAX (1.02) is less costly to investors than RGQFX (0.47). JAVAX is a more actively managed with annual turnover of: 12.00 vs. RGQFX (10.00). RGQFX has a lower initial minimum investment than JAVAX: RGQFX (250) vs JAVAX (10000). JAVAX (12.19) and RGQFX (11.94) have marching annual gain over last year. JAVAX return over 5 years is better than : 66.14 vs. RGQFX (36.57).
| JAVAX | RGQFX | JAVAX / RGQFX | |
| Total Expense Ratio | 1.02 | 0.47 | 217% |
| Annual Report Gross Expense Ratio | 1.02 | 0.47 | 217% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 16.419 | 17.924 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 21.7B | 0% |
| Annual Yield % from dividends | 0.58 | 1.72 | 34% |
| Returns for 1 year | 12.19 | 11.94 | 102% |
| Returns for 3 years | 59.25 | 42.55 | 139% |
| Returns for 5 years | 66.14 | 36.57 | 181% |
| Returns for 10 years | 85.00 | 78.86 | 108% |
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