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RBGEX vs RGWFX
RBGEX vs RGWFX Comparison
Open Charts RBGEX vs RGWFX
American Funds Growth Portfolio R2E
Price$29.31
Change+$0.33 (+1.14%)
VolumeN/A
Net Assets24.44B
American Funds Growth Portfolio R5
Price$30.57
Change+$0.35 (+1.16%)
VolumeN/A
Net Assets24.44B
RBGEX vs RGWFX Comparison Chart in %
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RBGEX vs. RGWFX commentary
Oct 21, 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 RBGEX is a Hold and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX (24.4B) and RGWFX (24.4B) have equal amount of cash in the bank . RGWFX pays higher dividends than RBGEX: RGWFX (0.61) vs RBGEX (0.00). RBGEX was incepted earlier than RGWFX: RBGEX (11 years) vs RGWFX (13 years). RBGEX (1.17) is less costly to investors than RGWFX (0.43). RBGEX (250) and RGWFX (250) have matching initial minimum investment requirements. RGWFX annual gain was more profitable for investors over the last year : 11.79 vs. RBGEX (10.78). RGWFX return over 5 years is better than : 41.25 vs. RBGEX (36.95).
| RBGEX | RGWFX | RBGEX / RGWFX | |
| Total Expense Ratio | 1.17 | 0.43 | 272% |
| Annual Report Gross Expense Ratio | 1.17 | 0.43 | 272% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 16.855 | 17.542 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 24.4B | 100% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 10.78 | 11.79 | 91% |
| Returns for 3 years | 58.60 | 61.93 | 95% |
| Returns for 5 years | 36.95 | 41.25 | 90% |
| Returns for 10 years | 92.00 | 101.48 | 91% |
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