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GWPDX vs SWEGX
GWPDX vs SWEGX Comparison
Open Charts GWPDX vs SWEGX
American Funds Growth Portfolio F3
Price$29.87
Change-$0.14 (-0.47%)
VolumeN/A
Net Assets24.43B
Schwab MarketTrack All Equity
Price$27.08
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.06B
GWPDX vs SWEGX Comparison Chart in %
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GWPDX vs. SWEGX commentary
Sep 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 SWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 24.4B vs. SWEGX (1.06B). SWEGX pays higher dividends than GWPDX: SWEGX (1.59) vs GWPDX (0.67). 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 : 15.47 vs. SWEGX (10.72). SWEGX return over 5 years is better than : 57.17 vs. GWPDX (48.03).
| 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 | 17.275 | 16.538 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.06B | 2,302% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | 15.47 | 10.72 | 144% |
| Returns for 3 years | 53.89 | 46.26 | 117% |
| Returns for 5 years | 48.03 | 57.17 | 84% |
| Returns for 10 years | N/A | 83.04 | - |
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