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GWPDX vs RGWEX
GWPDX vs RGWEX Comparison
Open Charts GWPDX vs RGWEX
American Funds Growth Portfolio F3
Price$27.23
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R4
Price$27.04
Change+$0.20 (+0.75%)
VolumeN/A
CapitalizationN/A
GWPDX vs RGWEX Comparison Chart
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GWPDX vs. RGWEX commentary
Dec 24, 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 (20.6B) and RGWEX (20.6B) 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 (21.21) and RGWEX (20.81) have marching annual gain over last year. GWPDX (36.40) and RGWEX (35.34) 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 | 21.563 | 21.147 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 20.6B | 100% |
| Annual Yield % from dividends | 0.91 | 0.64 | 141% |
| Returns for 1 year | 21.21 | 20.81 | 102% |
| Returns for 3 years | 2.31 | 1.61 | 144% |
| Returns for 5 years | 36.40 | 35.34 | 103% |
| Returns for 10 years | N/A | 76.72 | - |
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