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MWFIX vs RGWBX
MWFIX vs RGWBX Comparison
Open Charts MWFIX vs RGWBX
NYLI Equity ETF Allocation
Price$14.77
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets103.19M
American Funds Growth Portfolio R2
Price$23.18
Change+$0.18 (+0.78%)
VolumeN/A
Net Assets19.59B
MWFIX vs RGWBX Comparison Chart
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MWFIX vs. RGWBX commentary
Apr 27, 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 MWFIX is a StrongBuy and RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 19.6B vs. MWFIX (103M). MWFIX pays higher dividends than RGWBX: MWFIX (1.34) vs RGWBX (0.00). MWFIX was incepted earlier than RGWBX: MWFIX (5 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than MWFIX (0.65). RGWBX has a lower initial minimum investment than MWFIX: RGWBX (250) vs MWFIX (1000000). MWFIX annual gain was more profitable for investors over the last year : 5.58 vs. RGWBX (2.39).
| MWFIX | RGWBX | MWFIX / RGWBX | |
| Total Expense Ratio | 0.65 | 1.46 | 45% |
| Annual Report Gross Expense Ratio | 0.65 | 1.46 | 45% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | -3.841 | -4.766 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 19.6B | 1% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 5.58 | 2.39 | 234% |
| Returns for 3 years | 22.55 | 12.68 | 178% |
| Returns for 5 years | N/A | 39.76 | - |
| Returns for 10 years | N/A | 46.46 | - |
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