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MWFVX vs RBGEX
MWFVX vs RBGEX Comparison
Open Charts MWFVX vs RBGEX
NYLI Equity ETF Allocation SIMPLE Class
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets123.71M
American Funds Growth Portfolio R2E
Price$28.11
Change-$0.22 (-0.78%)
VolumeN/A
Net Assets23.56B
MWFVX vs RBGEX Comparison Chart in %
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MWFVX vs. RBGEX commentary
Sep 01, 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: 23.6B vs. MWFVX (124M). 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). RBGEX (12.08) and MWFVX (11.64) have marching annual gain over last year.
| 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 | 11.032 | 13.347 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 23.6B | 1% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 11.64 | 12.08 | 96% |
| Returns for 3 years | 46.31 | 43.44 | 107% |
| Returns for 5 years | N/A | 33.97 | - |
| Returns for 10 years | N/A | 94.18 | - |