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GWPDX
Price
$27.29
Change
+$0.16 (+0.59%)
Updated
Nov 22 closing price
RGWEX
Price
$27.11
Change
+$0.16 (+0.59%)
Updated
Nov 22 closing price
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GWPDX vs RGWEX

Header iconGWPDX vs RGWEX Comparison
Open Charts GWPDX vs RGWEXBanner chart's image
American Funds Growth Portfolio F3
Price$27.29
Change+$0.16 (+0.59%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$27.11
Change+$0.16 (+0.59%)
VolumeN/A
CapitalizationN/A
GWPDX vs RGWEX Comparison Chart
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GWPDX vs. RGWEX commentary
Nov 23, 2024

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 (20.5B) and RGWEX (20.5B) 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 (28.22) and RGWEX (27.84) have marching annual gain over last year. GWPDX (41.71) and RGWEX (40.62) have equivalent 5 years return.
GWPDXRGWEXGWPDX / RGWEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years13 years-
Gain YTD21.11620.744102%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.5B20.5B100%
Annual Yield % from dividends0.910.64141%
Returns for 1 year28.2227.84101%
Returns for 3 years-0.89-1.5657%
Returns for 5 years41.7140.62103%
Returns for 10 yearsN/A74.56-
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