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CGPFX vs SWEGX
CGPFX vs SWEGX Comparison
Open Charts CGPFX vs SWEGX
American Funds Growth Portfolio 529F1
Price$29.82
Change-$0.14 (-0.47%)
VolumeN/A
Net Assets24.43B
Schwab MarketTrack All Equity
Price$27.08
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.06B
CGPFX vs SWEGX Comparison Chart in %
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CGPFX vs. SWEGX commentary
Sep 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 CGPFX is a Hold and SWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CGPFX has more cash in the bank: 24.4B vs. SWEGX (1.06B). SWEGX pays higher dividends than CGPFX: SWEGX (1.59) vs CGPFX (0.54). 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 : 15.28 vs. SWEGX (10.72). SWEGX return over 5 years is better than : 57.17 vs. CGPFX (48.90).
| 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 | 17.125 | 16.538 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.06B | 2,302% |
| Annual Yield % from dividends | 0.54 | 1.59 | 34% |
| Returns for 1 year | 15.28 | 10.72 | 143% |
| Returns for 3 years | 54.14 | 46.26 | 117% |
| Returns for 5 years | 48.90 | 57.17 | 86% |
| Returns for 10 years | 116.12 | 83.04 | 140% |
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