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GWPDX vs IOEZX
GWPDX vs IOEZX Comparison
Open Charts GWPDX vs IOEZX
American Funds Growth Portfolio F3
Price$28.80
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets23.42B
ICON Equity Income Institutional
Price$16.88
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets42.88M
GWPDX vs IOEZX Comparison Chart in %
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GWPDX vs. IOEZX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 23.4B vs. IOEZX (42.9M). IOEZX pays higher dividends than GWPDX: IOEZX (3.99) 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 : 16.62 vs. IOEZX (7.33). GWPDX return over 5 years is better than : 47.89 vs. IOEZX (29.07).
| 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 | 13.074 | 7.071 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 42.9M | 54,545% |
| Annual Yield % from dividends | 0.69 | 3.99 | 17% |
| Returns for 1 year | 16.62 | 7.33 | 227% |
| Returns for 3 years | 48.15 | 6.81 | 707% |
| Returns for 5 years | 47.89 | 29.07 | 165% |
| Returns for 10 years | N/A | 56.84 | - |
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