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GWPDX vs RGWBX
GWPDX vs RGWBX Comparison
Open Charts GWPDX vs RGWBX
American Funds Growth Portfolio F3
Price$22.02
Change-$1.32 (-5.66%)
VolumeN/A
Net Assets17.8B
American Funds Growth Portfolio R2
Price$20.98
Change-$1.26 (-5.67%)
VolumeN/A
Net Assets18.87B
GWPDX vs RGWBX Comparison Chart
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GWPDX vs. RGWBX commentary
Apr 06, 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 18.9B vs. GWPDX (17.8B). GWPDX pays higher dividends than RGWBX: GWPDX (0.80) vs RGWBX (0.00). GWPDX was incepted earlier than RGWBX: GWPDX (8 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than GWPDX (0.38). RGWBX has a lower initial minimum investment than GWPDX: RGWBX (250) vs GWPDX (1000000). RGWBX annual gain was more profitable for investors over the last year : -4.39 vs. GWPDX (-8.59). RGWBX (52.98) and GWPDX (51.28) have equivalent 5 years return.
| GWPDX | RGWBX | GWPDX / RGWBX | |
| Total Expense Ratio | 0.38 | 1.46 | 26% |
| Annual Report Gross Expense Ratio | 0.38 | 1.46 | 26% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | -13.545 | -8.628 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 18.9B | 94% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -8.59 | -4.39 | 196% |
| Returns for 3 years | -5.50 | -2.93 | 188% |
| Returns for 5 years | 51.28 | 52.98 | 97% |
| Returns for 10 years | N/A | 43.52 | - |
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