Interact to see
Advertisement
Advertisement
GWPDX vs IOEZX
GWPDX vs IOEZX Comparison
Open Charts GWPDX vs IOEZX
American Funds Growth Portfolio F3
Price$28.96
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.6B
ICON Equity Income Institutional
Price$17.13
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets42.85M
GWPDX vs IOEZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWPDX vs. IOEZX commentary
Aug 17, 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: 23.6B vs. IOEZX (42.9M). IOEZX pays higher dividends than GWPDX: IOEZX (3.96) vs GWPDX (0.69). 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 : 13.88 vs. IOEZX (8.00). GWPDX return over 5 years is better than : 43.59 vs. IOEZX (23.42).
| 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 | 13.702 | 8.657 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 42.9M | 55,012% |
| Annual Yield % from dividends | 0.69 | 3.96 | 17% |
| Returns for 1 year | 13.88 | 8.00 | 174% |
| Returns for 3 years | 35.23 | 2.75 | 1,280% |
| Returns for 5 years | 43.59 | 23.42 | 186% |
| Returns for 10 years | N/A | 58.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EVAV | 24.66 | 0.59 | +2.45% |
| Direxion Dl Elctrc&Atnms vhcls Bull2XETF | |||
| FEMS | 42.85 | 0.17 | +0.41% |
| First Trust Emerg Mkts SC AlphaDEX® ETF | |||
| MEAR | 50.41 | 0.01 | +0.02% |
| iShares Short Maturity Muni Bd Act ETF | |||
| CPLB | 21.15 | -0.03 | -0.15% |
| NYLI MacKay Core Plus Bond ETF | |||
| DVOL | 34.83 | -0.10 | -0.29% |
| FirstTrustDorseyWrightMomt&LwVolatil ETF | |||