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RBGEX vs SWEGX
RBGEX vs SWEGX Comparison
Open Charts RBGEX vs SWEGX
American Funds Growth Portfolio R2E
Price$25.78
Change+$0.16 (+0.62%)
VolumeN/A
Net Assets21.42B
Schwab MarketTrack All Equity
Price$24.48
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets951.35M
RBGEX vs SWEGX Comparison Chart
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RBGEX vs. SWEGX commentary
Jun 03, 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 SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 21.4B vs. SWEGX (951M). SWEGX pays higher dividends than RBGEX: SWEGX (1.72) vs RBGEX (0.00). RBGEX was incepted earlier than SWEGX: RBGEX (11 years) vs SWEGX (27 years). RBGEX (1.17) is less costly to investors than SWEGX (0.50). SWEGX has a lower initial minimum investment than RBGEX: SWEGX (0) vs RBGEX (250). RBGEX annual gain was more profitable for investors over the last year : 8.27 vs. SWEGX (5.33). SWEGX return over 5 years is better than : 48.39 vs. RBGEX (38.45).
| RBGEX | SWEGX | RBGEX / SWEGX | |
| Total Expense Ratio | 1.17 | 0.50 | 234% |
| Annual Report Gross Expense Ratio | 1.17 | 0.50 | 234% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.952 | 4.596 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 951M | 2,250% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | 8.27 | 5.33 | 155% |
| Returns for 3 years | 26.78 | 21.53 | 124% |
| Returns for 5 years | 38.45 | 48.39 | 79% |
| Returns for 10 years | 62.33 | 51.23 | 122% |
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