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MWFVX vs RBGEX
MWFVX vs RBGEX Comparison
Open Charts MWFVX vs RBGEX
NYLI Equity ETF Allocation SIMPLE Class
Price$17.41
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets129.5M
American Funds Growth Portfolio R2E
Price$28.59
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets24.04B
MWFVX vs RBGEX Comparison Chart in %
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MWFVX vs. RBGEX commentary
Nov 20, 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: 24B vs. MWFVX (130M). MWFVX pays higher dividends than RBGEX: MWFVX (0.82) vs RBGEX (0.00). MWFVX was incepted earlier than RBGEX: MWFVX (5 years) vs RBGEX (11 years). RBGEX (1.17) is less costly to investors than MWFVX (1.08). MWFVX has a lower initial minimum investment than RBGEX: MWFVX (0) vs RBGEX (250). MWFVX (9.42) and RBGEX (9.41) have marching annual gain over last year. MWFVX return over 5 years is better than : 55.05 vs. RBGEX (31.21).
| MWFVX | RBGEX | MWFVX / RBGEX | |
| Total Expense Ratio | 1.08 | 1.17 | 92% |
| Annual Report Gross Expense Ratio | 1.08 | 1.17 | 92% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 12.979 | 15.282 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 24B | 1% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.42 | 9.41 | 100% |
| Returns for 3 years | 47.76 | 47.84 | 100% |
| Returns for 5 years | 55.05 | 31.21 | 176% |
| Returns for 10 years | N/A | 85.26 | - |
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