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PSGFX vs RGWBX
PSGFX vs RGWBX Comparison
Open Charts PSGFX vs RGWBX
Principal SAM Strategic Growth R5
Price$21.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
American Funds Growth Portfolio R2
Price$24.82
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets21.13B
PSGFX vs RGWBX Comparison Chart
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PSGFX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.1B vs. PSGFX (2.24B). PSGFX pays higher dividends than RGWBX: PSGFX (1.07) 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 : 4.55 vs. PSGFX (2.02). PSGFX return over 5 years is better than : 43.50 vs. RGWBX (41.31).
| 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 | 2.182 | 1.972 | 111% |
| 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 | 4.55 | 44% |
| Returns for 3 years | 19.82 | 27.13 | 73% |
| Returns for 5 years | 43.50 | 41.31 | 105% |
| Returns for 10 years | 16.70 | 55.07 | 30% |
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