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GWPDX vs SWEGX
GWPDX vs SWEGX Comparison
Open Charts GWPDX vs SWEGX
American Funds Growth Portfolio F3
Price$30.55
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets24.74B
Schwab MarketTrack All Equity
Price$27.77
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets1.08B
GWPDX vs SWEGX Comparison Chart in %
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GWPDX vs. SWEGX commentary
Oct 26, 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 SWEGX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 24.7B vs. SWEGX (1.08B). SWEGX pays higher dividends than GWPDX: SWEGX (1.54) vs GWPDX (0.66). GWPDX was incepted earlier than SWEGX: GWPDX (9 years) vs SWEGX (27 years). SWEGX (0.50) is less costly to investors than GWPDX (0.38). SWEGX has a lower initial minimum investment than GWPDX: SWEGX (0) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : 15.23 vs. SWEGX (11.21). SWEGX return over 5 years is better than : 54.93 vs. GWPDX (44.79).
| GWPDX | SWEGX | GWPDX / SWEGX | |
| Total Expense Ratio | 0.38 | 0.50 | 76% |
| Annual Report Gross Expense Ratio | 0.38 | 0.50 | 76% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 19.945 | 18.600 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.08B | 2,298% |
| Annual Yield % from dividends | 0.66 | 1.54 | 42% |
| Returns for 1 year | 15.23 | 11.21 | 136% |
| Returns for 3 years | 60.40 | 50.89 | 119% |
| Returns for 5 years | 44.79 | 54.93 | 82% |
| Returns for 10 years | N/A | 79.99 | - |
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