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MWFAX vs RGWBX
MWFAX vs RGWBX Comparison
Open Charts MWFAX vs RGWBX
NYLI Equity ETF Allocation
Price$17.29
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets123.71M
American Funds Growth Portfolio R2
Price$27.75
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.56B
MWFAX vs RGWBX Comparison Chart in %
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MWFAX vs. RGWBX commentary
Aug 30, 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 MWFAX is a StrongBuy and RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 23.6B vs. MWFAX (124M). MWFAX pays higher dividends than RGWBX: MWFAX (1.05) vs RGWBX (0.00). MWFAX was incepted earlier than RGWBX: MWFAX (5 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than MWFAX (0.90). RGWBX has a lower initial minimum investment than MWFAX: RGWBX (250) vs MWFAX (2500). RGWBX (12.76) and MWFAX (12.40) have marching annual gain over last year. MWFAX return over 5 years is better than : 61.84 vs. RGWBX (32.83).
| MWFAX | RGWBX | MWFAX / RGWBX | |
| Total Expense Ratio | 0.90 | 1.46 | 62% |
| Annual Report Gross Expense Ratio | 0.90 | 1.46 | 62% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 11.521 | 14.010 | 82% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 23.6B | 1% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 12.40 | 12.76 | 97% |
| Returns for 3 years | 46.17 | 41.63 | 111% |
| Returns for 5 years | 61.84 | 32.83 | 188% |
| Returns for 10 years | N/A | 88.17 | - |
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