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OPTIX vs RGEBX
OPTIX vs RGEBX Comparison
Open Charts OPTIX vs RGEBX
Invesco Discovery Large Cap R6
Price$99.67
Change-$1.33 (-1.32%)
VolumeN/A
Net Assets5.61B
American Funds Growth Fund of Amer R2E
Price$74.89
Change-$0.91 (-1.20%)
VolumeN/A
Net Assets306.22B
OPTIX vs RGEBX Comparison Chart
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OPTIX vs. RGEBX commentary
Jun 16, 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 OPTIX is a Buy and RGEBX is a Buy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 306B vs. OPTIX (5.61B). OPTIX (0.00) and RGEBX (0.00) have matching dividends . OPTIX was incepted earlier than RGEBX: OPTIX (13 years) vs RGEBX (11 years). RGEBX (1.09) is less costly to investors than OPTIX (0.64). OPTIX is a more actively managed with annual turnover of: 55.00 vs. RGEBX (25.00). RGEBX has a lower initial minimum investment than OPTIX: RGEBX (250) vs OPTIX (1000000). RGEBX (7.68) and OPTIX (7.65) have marching annual gain over last year. OPTIX return over 5 years is better than : 51.06 vs. RGEBX (45.42).
| OPTIX | RGEBX | OPTIX / RGEBX | |
| Total Expense Ratio | 0.64 | 1.09 | 59% |
| Annual Report Gross Expense Ratio | 0.64 | 1.09 | 59% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -0.459 | 4.829 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 306B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.65 | 7.68 | 100% |
| Returns for 3 years | 73.10 | 51.01 | 143% |
| Returns for 5 years | 51.06 | 45.42 | 112% |
| Returns for 10 years | 52.39 | 65.87 | 80% |
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