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GWPDX vs RGWEX
GWPDX vs RGWEX Comparison
Open Charts GWPDX vs RGWEX
American Funds Growth Portfolio F3
Price$25.96
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets21.13B
American Funds Growth Portfolio R4
Price$25.81
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets21.13B
GWPDX vs RGWEX Comparison Chart
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GWPDX vs. RGWEX commentary
May 24, 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 (0.79) 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 : 5.94 vs. RGWEX (5.54). GWPDX (48.14) and RGWEX (46.51) 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 | 2.434 | 2.287 | 106% |
| 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 | 0.79 | 0.48 | 165% |
| Returns for 1 year | 5.94 | 5.54 | 107% |
| Returns for 3 years | 31.16 | 30.23 | 103% |
| Returns for 5 years | 48.14 | 46.51 | 103% |
| Returns for 10 years | N/A | 62.08 | - |
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