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LDVAX vs RGEBX
LDVAX vs RGEBX Comparison
Open Charts LDVAX vs RGEBX
AXS FTSE Vntr Cptl RetTrckr A
Price$29.63
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets111.84M
American Funds Growth Fund of Amer R2E
Price$80.73
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets328.1B
LDVAX vs RGEBX Comparison Chart in %
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LDVAX vs. RGEBX commentary
Jul 27, 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 LDVAX is a Buy and RGEBX is a Buy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 328B vs. LDVAX (112M). LDVAX (0.00) and RGEBX (0.00) have matching dividends . LDVAX was incepted earlier than RGEBX: LDVAX (11 years) vs RGEBX (11 years). LDVAX (1.97) is less costly to investors than RGEBX (1.09). LDVAX is a more actively managed with annual turnover of: 29.00 vs. RGEBX (25.00). RGEBX has a lower initial minimum investment than LDVAX: RGEBX (250) vs LDVAX (2500). LDVAX annual gain was more profitable for investors over the last year : 43.83 vs. RGEBX (16.90). RGEBX return over 5 years is better than : 45.14 vs. LDVAX (17.01).
| LDVAX | RGEBX | LDVAX / RGEBX | |
| Total Expense Ratio | 1.75 | 1.09 | 161% |
| Annual Report Gross Expense Ratio | 1.97 | 1.09 | 181% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 20.154 | 13.004 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 328B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 43.83 | 16.90 | 259% |
| Returns for 3 years | 119.41 | 55.95 | 213% |
| Returns for 5 years | 17.01 | 45.14 | 38% |
| Returns for 10 years | 190.83 | 78.81 | 242% |