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GWPDX vs RGWEX
GWPDX vs RGWEX Comparison
Open Charts GWPDX vs RGWEX
American Funds Growth Portfolio F3
Price$23.15
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.74B
American Funds Growth Portfolio R4
Price$23.03
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.74B
GWPDX vs RGWEX Comparison Chart
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GWPDX vs. RGWEX commentary
Apr 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 GWPDX is a Hold and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX (18.7B) and RGWEX (18.7B) have equal amount of cash in the bank . GWPDX pays higher dividends than RGWEX: GWPDX (0.80) vs RGWEX (0.48). GWPDX was incepted earlier than RGWEX: GWPDX (8 years) vs RGWEX (13 years). RGWEX (0.71) is less costly to investors than GWPDX (0.38). RGWEX has a lower initial minimum investment than GWPDX: RGWEX (250) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : -1.13 vs. RGWEX (-1.48). GWPDX (38.61) and RGWEX (37.12) have equivalent 5 years return.
| GWPDX | RGWEX | GWPDX / RGWEX | |
| Total Expense Ratio | 0.38 | 0.71 | 54% |
| Annual Report Gross Expense Ratio | 0.38 | 0.71 | 54% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | -9.109 | -9.188 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 18.7B | 100% |
| Annual Yield % from dividends | 0.80 | 0.48 | 165% |
| Returns for 1 year | -1.13 | -1.48 | 77% |
| Returns for 3 years | 3.59 | 2.90 | 124% |
| Returns for 5 years | 38.61 | 37.12 | 104% |
| Returns for 10 years | N/A | 46.98 | - |
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