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IEQAX vs RGWFX
IEQAX vs RGWFX Comparison
Open Charts IEQAX vs RGWFX
ICON Equity Income Investor
Price$17.31
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets43.03M
American Funds Growth Portfolio R5
Price$29.74
Change+$0.28 (+0.95%)
VolumeN/A
Net Assets23.89B
IEQAX vs RGWFX Comparison Chart in %
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IEQAX vs. RGWFX commentary
Sep 09, 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 IEQAX is a Buy and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 23.9B vs. IEQAX (43M). IEQAX pays higher dividends than RGWFX: IEQAX (3.54) vs RGWFX (0.63). IEQAX was incepted earlier than RGWFX: IEQAX (19 years) vs RGWFX (13 years). IEQAX (1.50) is less costly to investors than RGWFX (0.43). RGWFX has a lower initial minimum investment than IEQAX: RGWFX (250) vs IEQAX (1000). RGWFX annual gain was more profitable for investors over the last year : 16.80 vs. IEQAX (7.64). RGWFX return over 5 years is better than : 43.38 vs. IEQAX (24.37).
| IEQAX | RGWFX | IEQAX / RGWFX | |
| Total Expense Ratio | 1.50 | 0.43 | 349% |
| Annual Report Gross Expense Ratio | 1.50 | 0.43 | 349% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 10.661 | 15.053 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 23.9B | 0% |
| Annual Yield % from dividends | 3.54 | 0.63 | 565% |
| Returns for 1 year | 7.64 | 16.80 | 45% |
| Returns for 3 years | 12.72 | 51.17 | 25% |
| Returns for 5 years | 24.37 | 43.38 | 56% |
| Returns for 10 years | 65.03 | 101.02 | 64% |
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