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CGPFX vs SWEGX
CGPFX vs SWEGX Comparison
Open Charts CGPFX vs SWEGX
American Funds Growth Portfolio 529F1
Price$30.49
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets24.74B
Schwab MarketTrack All Equity
Price$27.77
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets1.08B
CGPFX vs SWEGX Comparison Chart in %
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CGPFX vs. SWEGX commentary
Oct 26, 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 CGPFX is a Hold and SWEGX is a Hold.
FUNDAMENTALS
Fundamentals
CGPFX has more cash in the bank: 24.7B vs. SWEGX (1.08B). SWEGX pays higher dividends than CGPFX: SWEGX (1.54) vs CGPFX (0.52). CGPFX was incepted earlier than SWEGX: CGPFX (13 years) vs SWEGX (27 years). CGPFX (0.80) is less costly to investors than SWEGX (0.50). SWEGX has a lower initial minimum investment than CGPFX: SWEGX (0) vs CGPFX (250). CGPFX annual gain was more profitable for investors over the last year : 15.05 vs. SWEGX (11.21). SWEGX return over 5 years is better than : 54.93 vs. CGPFX (45.60).
| CGPFX | SWEGX | CGPFX / SWEGX | |
| Total Expense Ratio | 0.80 | 0.50 | 160% |
| Annual Report Gross Expense Ratio | 0.80 | 0.50 | 160% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 19.756 | 18.600 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.08B | 2,298% |
| Annual Yield % from dividends | 0.52 | 1.54 | 34% |
| Returns for 1 year | 15.05 | 11.21 | 134% |
| Returns for 3 years | 60.70 | 50.89 | 119% |
| Returns for 5 years | 45.60 | 54.93 | 83% |
| Returns for 10 years | 113.93 | 79.99 | 142% |
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