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GWPDX vs RGWEX
GWPDX vs RGWEX Comparison
Open Charts GWPDX vs RGWEX
American Funds Growth Portfolio F3
Price$26.19
Change-$0.53 (-1.98%)
VolumeN/A
Net Assets21.13B
American Funds Growth Portfolio R4
Price$26.06
Change-$0.53 (-1.99%)
VolumeN/A
Net Assets21.13B
GWPDX vs RGWEX Comparison Chart
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GWPDX vs. RGWEX commentary
Feb 23, 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 RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX (21.1B) and RGWEX (21.1B) have equal amount of cash in the bank . GWPDX pays higher dividends than RGWEX: GWPDX (0.91) vs RGWEX (0.64). GWPDX was incepted earlier than RGWEX: GWPDX (8 years) vs RGWEX (13 years). GWPDX (1.00) and RGWEX (1.00) have comparable annual turnover. RGWEX has a lower initial minimum investment than GWPDX: RGWEX (250) vs GWPDX (1000000). GWPDX (10.63) and RGWEX (10.22) have marching annual gain over last year. GWPDX (35.72) and RGWEX (34.23) have equivalent 5 years return.
| GWPDX | RGWEX | GWPDX / RGWEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.827 | 2.760 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 21.1B | 100% |
| Annual Yield % from dividends | 0.91 | 0.64 | 141% |
| Returns for 1 year | 10.63 | 10.22 | 104% |
| Returns for 3 years | 16.37 | 15.57 | 105% |
| Returns for 5 years | 35.72 | 34.23 | 104% |
| Returns for 10 years | N/A | 68.99 | - |
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