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GWPDX vs RGSFX
GWPDX vs RGSFX Comparison
Open Charts GWPDX vs RGSFX
American Funds Growth Portfolio F3
Price$23.15
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.76B
American Funds Growth Portfolio R5E
Price$23.01
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.76B
GWPDX vs RGSFX Comparison Chart
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GWPDX vs. RGSFX commentary
Apr 19, 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 GWPDX is a Hold and RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX (18.8B) and RGSFX (18.8B) have equal amount of cash in the bank . GWPDX pays higher dividends than RGSFX: GWPDX (0.80) vs RGSFX (0.68). GWPDX was incepted earlier than RGSFX: GWPDX (8 years) vs RGSFX (9 years). RGSFX (0.52) is less costly to investors than GWPDX (0.38). RGSFX has a lower initial minimum investment than GWPDX: RGSFX (250) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : -1.13 vs. RGSFX (-1.30). GWPDX (38.61) and RGSFX (37.90) have equivalent 5 years return.
| GWPDX | RGSFX | GWPDX / RGSFX | |
| Total Expense Ratio | 0.38 | 0.52 | 73% |
| Annual Report Gross Expense Ratio | 0.38 | 0.52 | 73% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -9.109 | -9.159 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 18.8B | 100% |
| Annual Yield % from dividends | 0.80 | 0.68 | 118% |
| Returns for 1 year | -1.13 | -1.30 | 87% |
| Returns for 3 years | 3.59 | 3.24 | 111% |
| Returns for 5 years | 38.61 | 37.90 | 102% |
| Returns for 10 years | N/A | N/A | - |
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