Interact to see
Advertisement
Advertisement
RGWBX vs SWEGX
RGWBX vs SWEGX Comparison
Open Charts RGWBX vs SWEGX
American Funds Growth Portfolio R2
Price$28.93
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets24.74B
Schwab MarketTrack All Equity
Price$27.77
Change+$0.16 (+0.58%)
VolumeN/A
Net Assets1.08B
RGWBX vs SWEGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGWBX vs. SWEGX commentary
Oct 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 24.7B vs. SWEGX (1.08B). SWEGX pays higher dividends than RGWBX: SWEGX (1.54) 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 : 13.72 vs. SWEGX (11.21). SWEGX return over 5 years is better than : 54.93 vs. RGWBX (38.08).
| 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 | 18.858 | 18.600 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.08B | 2,298% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 13.72 | 11.21 | 122% |
| Returns for 3 years | 55.42 | 50.89 | 109% |
| Returns for 5 years | 38.08 | 54.93 | 69% |
| Returns for 10 years | 91.50 | 79.99 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement