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RGEBX vs SWLSX
RGEBX vs SWLSX Comparison
Open Charts RGEBX vs SWLSX
American Funds Growth Fund of Amer R2E
Price$73.82
Change-$0.14 (-0.19%)
VolumeN/A
CapitalizationN/A
Schwab Large-Cap Growth
Price$34.03
Change-$0.07 (-0.21%)
VolumeN/A
CapitalizationN/A
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RGEBX vs SWLSX Comparison Chart
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RGEBX vs. SWLSX commentary
Sep 22, 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 RGEBX is a StrongBuy and SWLSX is a Buy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 290B vs. SWLSX (460M). RGEBX pays higher dividends than SWLSX: RGEBX (0.16) vs SWLSX (0.03). RGEBX was incepted earlier than SWLSX: RGEBX (10 years) vs SWLSX (19 years). RGEBX is a more actively managed with annual turnover of: 31.00 vs. SWLSX (17.00). SWLSX has a lower initial minimum investment than RGEBX: SWLSX (0) vs RGEBX (250). SWLSX annual gain was more profitable for investors over the last year : 38.89 vs. RGEBX (29.29). SWLSX return over 5 years is better than : 92.36 vs. RGEBX (50.58).
| RGEBX | SWLSX | RGEBX / SWLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | 21.295 | 22.927 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290B | 460M | 63,043% |
| Annual Yield % from dividends | 0.16 | 0.03 | 499% |
| Returns for 1 year | 29.29 | 38.89 | 75% |
| Returns for 3 years | -1.04 | 23.86 | -4% |
| Returns for 5 years | 50.58 | 92.36 | 55% |
| Returns for 10 years | 62.11 | 92.45 | 67% |
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