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MWFVX vs RBGEX
MWFVX vs RBGEX Comparison
Open Charts MWFVX vs RBGEX
NYLI Equity ETF Allocation SIMPLE Class
Price$17.53
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets127.64M
American Funds Growth Portfolio R2E
Price$28.72
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets24.12B
MWFVX vs RBGEX Comparison Chart in %
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MWFVX vs. RBGEX commentary
Sep 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 MWFVX is a Hold and RBGEX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 24.1B vs. MWFVX (128M). MWFVX pays higher dividends than RBGEX: MWFVX (0.85) vs RBGEX (0.00). MWFVX was incepted earlier than RBGEX: MWFVX (5 years) vs RBGEX (11 years). MWFVX (1.17) and RBGEX (1.17) have similar cost to investors . MWFVX has a lower initial minimum investment than RBGEX: MWFVX (0) vs RBGEX (250). MWFVX annual gain was more profitable for investors over the last year : 11.07 vs. RBGEX (10.37). MWFVX return over 5 years is better than : 71.76 vs. RBGEX (43.20).
| MWFVX | RBGEX | MWFVX / RBGEX | |
| Total Expense Ratio | 1.16 | 1.17 | 99% |
| Annual Report Gross Expense Ratio | 1.17 | 1.17 | 100% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 13.757 | 15.403 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 24.1B | 1% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 11.07 | 10.37 | 107% |
| Returns for 3 years | 65.63 | 59.68 | 110% |
| Returns for 5 years | 71.76 | 43.20 | 166% |
| Returns for 10 years | N/A | 103.59 | - |
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