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MWFVX vs RBGEX
MWFVX vs RBGEX Comparison
Open Charts MWFVX vs RBGEX
NYLI Equity ETF Allocation SIMPLE Class
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets120.47M
American Funds Growth Portfolio R2E
Price$27.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.23B
MWFVX vs RBGEX Comparison Chart in %
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MWFVX vs. RBGEX commentary
Aug 09, 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: 23.2B vs. MWFVX (120M). MWFVX pays higher dividends than RBGEX: MWFVX (0.88) 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 annual gain was more profitable for investors over the last year : 18.88 vs. MWFVX (17.29).
| 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 | 8.436 | 11.452 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 23.2B | 1% |
| Annual Yield % from dividends | 0.88 | 0.00 | - |
| Returns for 1 year | 17.29 | 18.88 | 92% |
| Returns for 3 years | 37.83 | 34.48 | 110% |
| Returns for 5 years | N/A | 37.54 | - |
| Returns for 10 years | N/A | 74.26 | - |
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