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PSGFX vs RGWFX
PSGFX vs RGWFX Comparison
Open Charts PSGFX vs RGWFX
Principal SAM Strategic Growth R5
Price$21.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
American Funds Growth Portfolio R5
Price$26.33
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets21.13B
PSGFX vs RGWFX Comparison Chart
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PSGFX vs. RGWFX 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 RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 21.1B vs. PSGFX (2.24B). PSGFX pays higher dividends than RGWFX: PSGFX (1.07) vs RGWFX (0.73). PSGFX was incepted earlier than RGWFX: PSGFX (18 years) vs RGWFX (13 years). PSGFX (1.07) is less costly to investors than RGWFX (0.43). PSGFX has a lower initial minimum investment than RGWFX: PSGFX (0) vs RGWFX (250). RGWFX annual gain was more profitable for investors over the last year : 5.92 vs. PSGFX (2.02). RGWFX return over 5 years is better than : 48.21 vs. PSGFX (43.50).
| PSGFX | RGWFX | PSGFX / RGWFX | |
| Total Expense Ratio | 1.07 | 0.43 | 249% |
| Annual Report Gross Expense Ratio | 1.07 | 0.43 | 249% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 2.182 | 2.412 | 90% |
| 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 | 0.73 | 146% |
| Returns for 1 year | 2.02 | 5.92 | 34% |
| Returns for 3 years | 19.82 | 31.26 | 63% |
| Returns for 5 years | 43.50 | 48.21 | 90% |
| Returns for 10 years | 16.70 | 64.66 | 26% |
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