Interact to see
Advertisement
Advertisement
PSGFX vs RBGEX
PSGFX vs RBGEX Comparison
Open Charts PSGFX vs RBGEX
Principal SAM Strategic Growth R5
Price$22.91
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets2.36B
American Funds Growth Portfolio R2E
Price$27.45
Change+$0.23 (+0.84%)
VolumeN/A
Net Assets22.99B
PSGFX vs RBGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSGFX vs. RBGEX commentary
Jul 05, 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: 23B vs. PSGFX (2.36B). PSGFX pays higher dividends than RBGEX: PSGFX (0.98) 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 : 10.55 vs. PSGFX (6.81). RBGEX return over 5 years is better than : 44.33 vs. PSGFX (41.83).
| 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 | 8.681 | 10.685 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 23B | 10% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 6.81 | 10.55 | 65% |
| Returns for 3 years | 32.87 | 46.40 | 71% |
| Returns for 5 years | 41.83 | 44.33 | 94% |
| Returns for 10 years | 26.91 | 75.27 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers