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RGEBX vs SWLSX
RGEBX vs SWLSX Comparison
Open Charts RGEBX vs SWLSX
American Funds Growth Fund of Amer R2E
Price$77.94
Change-$0.71 (-0.90%)
VolumeN/A
CapitalizationN/A
Schwab Large-Cap Growth
Price$36.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RGEBX vs SWLSX Comparison Chart
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RGEBX vs. SWLSX commentary
Nov 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGEBX has more cash in the bank: 306B vs. SWLSX (495M). 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 : 35.90 vs. RGEBX (30.38). SWLSX return over 5 years is better than : 94.71 vs. RGEBX (53.92).
| 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 | 29.231 | 30.029 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306B | 495M | 61,818% |
| Annual Yield % from dividends | 0.16 | 0.03 | 499% |
| Returns for 1 year | 30.38 | 35.90 | 85% |
| Returns for 3 years | -2.96 | 21.94 | -13% |
| Returns for 5 years | 53.92 | 94.71 | 57% |
| Returns for 10 years | 68.60 | 96.66 | 71% |