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GWPDX vs IOEZX
GWPDX vs IOEZX Comparison
Open Charts GWPDX vs IOEZX
American Funds Growth Portfolio F3
Price$29.32
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets23.79B
ICON Equity Income Institutional
Price$17.48
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets43.18M
GWPDX vs IOEZX Comparison Chart in %
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GWPDX vs. IOEZX commentary
Sep 06, 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 IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 23.8B vs. IOEZX (43.2M). IOEZX pays higher dividends than GWPDX: IOEZX (3.74) vs GWPDX (0.67). GWPDX was incepted earlier than IOEZX: GWPDX (9 years) vs IOEZX (21 years). IOEZX (1.25) is less costly to investors than GWPDX (0.38). IOEZX has a lower initial minimum investment than GWPDX: IOEZX (1000) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : 16.33 vs. IOEZX (7.92). GWPDX return over 5 years is better than : 42.72 vs. IOEZX (26.02).
| GWPDX | IOEZX | GWPDX / IOEZX | |
| Total Expense Ratio | 0.38 | 1.25 | 30% |
| Annual Report Gross Expense Ratio | 0.38 | 1.25 | 30% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 14.605 | 10.877 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 43.2M | 55,093% |
| Annual Yield % from dividends | 0.67 | 3.74 | 18% |
| Returns for 1 year | 16.33 | 7.92 | 206% |
| Returns for 3 years | 50.46 | 13.63 | 370% |
| Returns for 5 years | 42.72 | 26.02 | 164% |
| Returns for 10 years | N/A | 69.29 | - |
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