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RGSFX vs RGWEX
RGSFX vs RGWEX Comparison
Open Charts RGSFX vs RGWEX
American Funds Growth Portfolio R5E
Price$23.01
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.74B
American Funds Growth Portfolio R4
Price$23.03
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.74B
RGSFX vs RGWEX Comparison Chart
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RGSFX vs. RGWEX commentary
Apr 18, 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 RGSFX is a Hold and RGWEX is a Hold.
FUNDAMENTALS
Fundamentals
RGSFX (18.7B) and RGWEX (18.7B) have equal amount of cash in the bank . RGSFX pays higher dividends than RGWEX: RGSFX (0.68) vs RGWEX (0.48). RGSFX was incepted earlier than RGWEX: RGSFX (9 years) vs RGWEX (13 years). RGWEX (0.71) is less costly to investors than RGSFX (0.52). RGSFX (250) and RGWEX (250) have matching initial minimum investment requirements. RGSFX annual gain was more profitable for investors over the last year : -1.30 vs. RGWEX (-1.48). RGSFX (37.90) and RGWEX (37.12) have equivalent 5 years return.
| RGSFX | RGWEX | RGSFX / RGWEX | |
| Total Expense Ratio | 0.52 | 0.71 | 73% |
| Annual Report Gross Expense Ratio | 0.52 | 0.71 | 73% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -9.159 | -9.188 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 18.7B | 100% |
| Annual Yield % from dividends | 0.68 | 0.48 | 140% |
| Returns for 1 year | -1.30 | -1.48 | 88% |
| Returns for 3 years | 3.24 | 2.90 | 112% |
| Returns for 5 years | 37.90 | 37.12 | 102% |
| Returns for 10 years | N/A | 46.98 | - |
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