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MAAGX vs RGWEX
MAAGX vs RGWEX Comparison
Open Charts MAAGX vs RGWEX
MFS Aggressive Growth Allocation A
Price$30.12
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets2.75B
American Funds Growth Portfolio R4
Price$24.81
Change-$0.23 (-0.92%)
VolumeN/A
Net Assets20.42B
MAAGX vs RGWEX Comparison Chart
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MAAGX vs. RGWEX commentary
May 07, 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 MAAGX is a Hold and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 20.4B vs. MAAGX (2.75B). MAAGX pays higher dividends than RGWEX: MAAGX (1.38) vs RGWEX (0.48). MAAGX was incepted earlier than RGWEX: MAAGX (23 years) vs RGWEX (13 years). MAAGX (1.01) is less costly to investors than RGWEX (0.71). RGWEX has a lower initial minimum investment than MAAGX: RGWEX (250) vs MAAGX (1000). MAAGX (3.18) and RGWEX (3.07) have marching annual gain over last year. MAAGX (46.46) and RGWEX (44.40) have equivalent 5 years return.
| MAAGX | RGWEX | MAAGX / RGWEX | |
| Total Expense Ratio | 1.01 | 0.71 | 142% |
| Annual Report Gross Expense Ratio | 1.01 | 0.71 | 142% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 1.482 | -2.169 | -68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 20.4B | 13% |
| Annual Yield % from dividends | 1.38 | 0.48 | 289% |
| Returns for 1 year | 3.18 | 3.07 | 104% |
| Returns for 3 years | 15.89 | 21.19 | 75% |
| Returns for 5 years | 46.46 | 44.40 | 105% |
| Returns for 10 years | 59.79 | 56.96 | 105% |
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