Interact to see
Advertisement
Advertisement
PSGFX vs RBGEX
PSGFX vs RBGEX Comparison
Open Charts PSGFX vs RBGEX
Principal SAM Strategic Growth R5
Price$21.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
American Funds Growth Portfolio R2E
Price$25.31
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets21.13B
PSGFX vs RBGEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSGFX vs. RBGEX commentary
May 23, 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 PSGFX is a Hold and RBGEX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 21.1B vs. PSGFX (2.24B). PSGFX pays higher dividends than RBGEX: PSGFX (1.07) vs RBGEX (0.00). PSGFX was incepted earlier than RBGEX: PSGFX (18 years) vs RBGEX (11 years). RBGEX (1.17) is less costly to investors than PSGFX (1.07). PSGFX has a lower initial minimum investment than RBGEX: PSGFX (0) vs RBGEX (250). RBGEX annual gain was more profitable for investors over the last year : 4.93 vs. PSGFX (2.02). RBGEX (43.61) and PSGFX (43.50) have equivalent 5 years return.
| PSGFX | RBGEX | PSGFX / RBGEX | |
| Total Expense Ratio | 1.07 | 1.17 | 91% |
| Annual Report Gross Expense Ratio | 1.07 | 1.17 | 91% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 2.182 | 2.056 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 21.1B | 11% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 2.02 | 4.93 | 41% |
| Returns for 3 years | 19.82 | 28.43 | 70% |
| Returns for 5 years | 43.50 | 43.61 | 100% |
| Returns for 10 years | 16.70 | 57.01 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement