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PSGFX vs RGWFX
PSGFX vs RGWFX Comparison
Open Charts PSGFX vs RGWFX
Principal SAM Strategic Growth R5
Price$22.91
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets2.36B
American Funds Growth Portfolio R5
Price$28.58
Change+$0.25 (+0.88%)
VolumeN/A
Net Assets22.99B
PSGFX vs RGWFX Comparison Chart in %
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PSGFX vs. RGWFX 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 RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 23B vs. PSGFX (2.36B). PSGFX pays higher dividends than RGWFX: PSGFX (0.98) vs RGWFX (0.65). 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 : 11.58 vs. PSGFX (6.81). RGWFX return over 5 years is better than : 48.95 vs. PSGFX (41.83).
| 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 | 8.681 | 11.163 | 78% |
| 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 | 0.65 | 152% |
| Returns for 1 year | 6.81 | 11.58 | 59% |
| Returns for 3 years | 32.87 | 49.59 | 66% |
| Returns for 5 years | 41.83 | 48.95 | 85% |
| Returns for 10 years | 26.91 | 83.81 | 32% |
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