Interact to see
Advertisement
Advertisement
GWPDX vs IOEZX
GWPDX vs IOEZX Comparison
Open Charts GWPDX vs IOEZX
American Funds Growth Portfolio F3
Price$29.68
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets24.12B
ICON Equity Income Institutional
Price$17.35
Change+$0.16 (+0.93%)
VolumeN/A
Net Assets41.27M
GWPDX vs IOEZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWPDX vs. IOEZX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 24.1B vs. IOEZX (41.3M). 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 : 11.82 vs. IOEZX (5.24). GWPDX return over 5 years is better than : 48.24 vs. IOEZX (28.68).
| 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 | 16.529 | 10.052 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 41.3M | 58,354% |
| Annual Yield % from dividends | 0.67 | 3.74 | 18% |
| Returns for 1 year | 11.82 | 5.24 | 226% |
| Returns for 3 years | 63.60 | 18.58 | 342% |
| Returns for 5 years | 48.24 | 28.68 | 168% |
| Returns for 10 years | N/A | 75.82 | - |
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 % |
| MAKX | 51.62 | 0.18 | +0.35% |
| ProShares S&P Kensho Smart Factories ETF | |||
| FFEB | 54.93 | 0.17 | +0.32% |
| FT Vest US Equity Buffer ETF Feb | |||
| XISE | 30.18 | 0.04 | +0.15% |
| FT Vest US Eq Buf & Prm IncETF-Sept | |||
| IMTB | 44.11 | -0.04 | -0.08% |
| iShares Core 5-10 Year USD Bond ETF | |||
| PALD | 22.15 | -0.02 | -0.09% |
| Direxion Daily PANW Bear 1X Shares | |||