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RBGEX vs RGWFX
RBGEX vs RGWFX Comparison
Open Charts RBGEX vs RGWFX
American Funds Growth Portfolio R2E
Price$26.43
Change+$0.16 (+0.61%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R5
Price$27.52
Change+$0.16 (+0.58%)
VolumeN/A
CapitalizationN/A
RBGEX vs RGWFX Comparison Chart
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RBGEX vs. RGWFX 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 RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX (20.5B) and RGWFX (20.5B) have equal amount of cash in the bank . RGWFX pays higher dividends than RBGEX: RGWFX (0.86) vs RBGEX (0.34). RBGEX was incepted earlier than RGWFX: RBGEX (10 years) vs RGWFX (13 years). RBGEX (1.00) and RGWFX (1.00) have comparable annual turnover. RBGEX (250) and RGWFX (250) have matching initial minimum investment requirements. RGWFX (28.91) and RBGEX (27.97) have marching annual gain over last year. RGWFX return over 5 years is better than : 42.73 vs. RBGEX (39.26).
| RBGEX | RGWFX | RBGEX / RGWFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 20.961 | 21.770 | 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 | 0.86 | 39% |
| Returns for 1 year | 27.97 | 28.91 | 97% |
| Returns for 3 years | -1.78 | 0.18 | -981% |
| Returns for 5 years | 39.26 | 42.73 | 92% |
| Returns for 10 years | 70.86 | 78.20 | 91% |
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