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RBGEX vs RGSFX
RBGEX vs RGSFX Comparison
Open Charts RBGEX vs RGSFX
American Funds Growth Portfolio R2E
Price$26.43
Change+$0.16 (+0.61%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R5E
Price$27.12
Change+$0.16 (+0.59%)
VolumeN/A
CapitalizationN/A
RBGEX vs RGSFX Comparison Chart
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RBGEX vs. RGSFX commentary
Nov 23, 2024
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 RBGEX is a Hold and RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX (20.5B) and RGSFX (20.5B) have equal amount of cash in the bank . RGSFX pays higher dividends than RBGEX: RGSFX (0.81) vs RBGEX (0.34). RBGEX was incepted earlier than RGSFX: RBGEX (10 years) vs RGSFX (9 years). RBGEX (1.00) and RGSFX (1.00) have comparable annual turnover. RBGEX (250) and RGSFX (250) have matching initial minimum investment requirements. RGSFX (28.82) and RBGEX (27.97) have marching annual gain over last year. RGSFX return over 5 years is better than : 42.02 vs. RBGEX (39.26).
| RBGEX | RGSFX | RBGEX / RGSFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 20.961 | 21.724 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 20.5B | 100% |
| Annual Yield % from dividends | 0.34 | 0.81 | 42% |
| Returns for 1 year | 27.97 | 28.82 | 97% |
| Returns for 3 years | -1.78 | -0.17 | 1,071% |
| Returns for 5 years | 39.26 | 42.02 | 93% |
| Returns for 10 years | 70.86 | N/A | - |
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