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RGWBX vs SWEGX
RGWBX vs SWEGX Comparison
Open Charts RGWBX vs SWEGX
American Funds Growth Portfolio R2
Price$28.32
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets24.43B
Schwab MarketTrack All Equity
Price$27.08
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.06B
RGWBX vs SWEGX Comparison Chart in %
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RGWBX vs. SWEGX commentary
Sep 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 RGWBX is a Hold and SWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 24.4B vs. SWEGX (1.06B). SWEGX pays higher dividends than RGWBX: SWEGX (1.59) vs RGWBX (0.00). RGWBX was incepted earlier than SWEGX: RGWBX (13 years) vs SWEGX (27 years). RGWBX (1.46) is less costly to investors than SWEGX (0.50). SWEGX has a lower initial minimum investment than RGWBX: SWEGX (0) vs RGWBX (250). RGWBX annual gain was more profitable for investors over the last year : 13.96 vs. SWEGX (10.72). SWEGX return over 5 years is better than : 57.17 vs. RGWBX (41.23).
| RGWBX | SWEGX | RGWBX / SWEGX | |
| Total Expense Ratio | 1.46 | 0.50 | 292% |
| Annual Report Gross Expense Ratio | 1.46 | 0.50 | 292% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 16.352 | 16.538 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.06B | 2,302% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 13.96 | 10.72 | 130% |
| Returns for 3 years | 49.10 | 46.26 | 106% |
| Returns for 5 years | 41.23 | 57.17 | 72% |
| Returns for 10 years | 93.48 | 83.04 | 113% |
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