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CGQGX vs SWEGX
CGQGX vs SWEGX Comparison
Open Charts CGQGX vs SWEGX
American Funds Growth Portfolio ABLE-A
Price$26.35
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets21.42B
Schwab MarketTrack All Equity
Price$24.48
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets951.35M
CGQGX vs SWEGX Comparison Chart
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CGQGX vs. SWEGX commentary
Jun 03, 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 CGQGX is a Hold and SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
CGQGX has more cash in the bank: 21.4B vs. SWEGX (951M). SWEGX pays higher dividends than CGQGX: SWEGX (1.72) vs CGQGX (0.50). CGQGX was incepted earlier than SWEGX: CGQGX (7 years) vs SWEGX (27 years). CGQGX (0.68) is less costly to investors than SWEGX (0.50). SWEGX has a lower initial minimum investment than CGQGX: SWEGX (0) vs CGQGX (250). CGQGX annual gain was more profitable for investors over the last year : 8.98 vs. SWEGX (5.33). SWEGX return over 5 years is better than : 48.39 vs. CGQGX (42.92).
| CGQGX | SWEGX | CGQGX / SWEGX | |
| Total Expense Ratio | 0.63 | 0.50 | 126% |
| Annual Report Gross Expense Ratio | 0.68 | 0.50 | 136% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 4.233 | 4.596 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 951M | 2,250% |
| Annual Yield % from dividends | 0.50 | 1.72 | 29% |
| Returns for 1 year | 8.98 | 5.33 | 169% |
| Returns for 3 years | 29.28 | 21.53 | 136% |
| Returns for 5 years | 42.92 | 48.39 | 89% |
| Returns for 10 years | N/A | 51.23 | - |
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