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LDVAX vs RGEBX
LDVAX vs RGEBX Comparison
Open Charts LDVAX vs RGEBX
AXS FTSE Vntr Cptl RetTrckr A
Price$27.58
Change-$0.41 (-1.46%)
VolumeN/A
Net Assets98.1M
American Funds Growth Fund of Amer R2E
Price$77.85
Change-$0.83 (-1.05%)
VolumeN/A
Net Assets335.97B
LDVAX vs RGEBX Comparison Chart in %
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LDVAX vs. RGEBX commentary
Jan 15, 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 LDVAX is a Hold and RGEBX is a Hold.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 336B vs. LDVAX (98.1M). 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 (1.08). RGEBX is a more actively managed with annual turnover of: 32.00 vs. LDVAX (29.00). 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 : 15.30 vs. RGEBX (8.68). RGEBX return over 5 years is better than : 16.94 vs. LDVAX (3.42).
| LDVAX | RGEBX | LDVAX / RGEBX | |
| Total Expense Ratio | 1.75 | 1.08 | 162% |
| Annual Report Gross Expense Ratio | 1.97 | 1.08 | 182% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -2.025 | 1.552 | -130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 336B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.30 | 8.68 | 176% |
| Returns for 3 years | 104.15 | 53.46 | 195% |
| Returns for 5 years | 3.42 | 16.94 | 20% |
| Returns for 10 years | 214.67 | 111.87 | 192% |