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RGAFX vs ZVGIX
RGAFX vs ZVGIX Comparison
Open Charts RGAFX vs ZVGIX
American Funds Growth Fund of Amer R5
Price$85.19
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets329.22B
Zevenbergen Genea Institutional
Price$58.61
Change+$0.37 (+0.64%)
VolumeN/A
Net Assets75.23M
RGAFX vs ZVGIX Comparison Chart in %
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RGAFX vs. ZVGIX commentary
Aug 18, 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 RGAFX is a Buy and ZVGIX is a Buy.
FUNDAMENTALS
Fundamentals
RGAFX has more cash in the bank: 329B vs. ZVGIX (75.2M). RGAFX pays higher dividends than ZVGIX: RGAFX (0.56) vs ZVGIX (0.00). RGAFX was incepted earlier than ZVGIX: RGAFX (23 years) vs ZVGIX (10 years). ZVGIX (1.32) is less costly to investors than RGAFX (0.34). RGAFX is a more actively managed with annual turnover of: 25.00 vs. ZVGIX (18.83). RGAFX has a lower initial minimum investment than ZVGIX: RGAFX (250) vs ZVGIX (50000). ZVGIX annual gain was more profitable for investors over the last year : 42.19 vs. RGAFX (15.05). ZVGIX return over 5 years is better than : 56.46 vs. RGAFX (45.91).
| RGAFX | ZVGIX | RGAFX / ZVGIX | |
| Total Expense Ratio | 0.34 | 1.00 | 34% |
| Annual Report Gross Expense Ratio | 0.34 | 1.32 | 26% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.472 | 16.105 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329B | 75.2M | 437,500% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 15.05 | 42.19 | 36% |
| Returns for 3 years | 43.63 | 79.56 | 55% |
| Returns for 5 years | 45.91 | 56.46 | 81% |
| Returns for 10 years | 89.80 | N/A | - |
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