GWPDX
Price
$26.90
Change
-$0.35 (-1.28%)
Updated
Jun 13 closing price
Net Assets
21.83B
IEQAX
Price
$16.14
Change
-$0.23 (-1.41%)
Updated
Jun 13 closing price
Net Assets
41.3M
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GWPDX vs IEQAX

Header iconGWPDX vs IEQAX Comparison
Open Charts GWPDX vs IEQAXBanner chart's image
American Funds Growth Portfolio F3
Price$26.90
Change-$0.35 (-1.28%)
VolumeN/A
Net Assets21.83B
ICON Equity Income Investor
Price$16.14
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets41.3M
GWPDX vs IEQAX Comparison Chart
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GWPDX vs. IEQAX commentary
Jun 16, 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 GWPDX is a Hold and IEQAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.8B vs. IEQAX (41.3M). IEQAX pays higher dividends than GWPDX: IEQAX (4.05) vs GWPDX (0.74). GWPDX was incepted earlier than IEQAX: GWPDX (8 years) vs IEQAX (19 years). IEQAX (1.50) is less costly to investors than GWPDX (0.38). IEQAX has a lower initial minimum investment than GWPDX: IEQAX (1000) vs GWPDX (1000000). IEQAX (7.94) and GWPDX (7.67) have marching annual gain over last year. GWPDX return over 5 years is better than : 48.28 vs. IEQAX (27.30).
GWPDXIEQAXGWPDX / IEQAX
Total Expense Ratio0.381.5025%
Annual Report Gross Expense Ratio0.381.5025%
Fund Existence8 years19 years-
Gain YTD5.6141.730325%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8B41.3M52,785%
Annual Yield % from dividends0.744.0518%
Returns for 1 year7.677.9497%
Returns for 3 years44.592.461,811%
Returns for 5 years48.2827.30177%
Returns for 10 yearsN/A41.70-
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