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PSGFX vs RGWBX
PSGFX vs RGWBX Comparison
Open Charts PSGFX vs RGWBX
Principal SAM Strategic Growth R5
Price$22.91
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets2.36B
American Funds Growth Portfolio R2
Price$26.91
Change+$0.23 (+0.86%)
VolumeN/A
Net Assets22.99B
PSGFX vs RGWBX Comparison Chart in %
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PSGFX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 23B vs. PSGFX (2.36B). PSGFX pays higher dividends than RGWBX: PSGFX (0.98) vs RGWBX (0.00). PSGFX was incepted earlier than RGWBX: PSGFX (18 years) vs RGWBX (13 years). RGWBX (1.46) is less costly to investors than PSGFX (1.07). PSGFX has a lower initial minimum investment than RGWBX: PSGFX (0) vs RGWBX (250). RGWBX annual gain was more profitable for investors over the last year : 10.15 vs. PSGFX (6.81). RGWBX (41.98) and PSGFX (41.83) have equivalent 5 years return.
| PSGFX | RGWBX | PSGFX / RGWBX | |
| Total Expense Ratio | 1.07 | 1.46 | 73% |
| Annual Report Gross Expense Ratio | 1.07 | 1.46 | 73% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 8.681 | 10.559 | 82% |
| 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 | 10.15 | 67% |
| Returns for 3 years | 32.87 | 44.88 | 73% |
| Returns for 5 years | 41.83 | 41.98 | 100% |
| Returns for 10 years | 26.91 | 73.32 | 37% |
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