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RGWEX vs RGWFX
RGWEX vs RGWFX Comparison
Open Charts RGWEX vs RGWFX
American Funds Growth Portfolio R4
Price$29.75
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets24.44B
American Funds Growth Portfolio R5
Price$30.22
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets24.44B
RGWEX vs RGWFX Comparison Chart in %
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RGWEX vs. RGWFX commentary
Oct 20, 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 RGWEX is a Hold and RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWEX (24.4B) and RGWFX (24.4B) have equal amount of cash in the bank . RGWFX pays higher dividends than RGWEX: RGWFX (0.61) vs RGWEX (0.40). RGWEX was incepted earlier than RGWFX: RGWEX (13 years) vs RGWFX (13 years). RGWEX (0.71) is less costly to investors than RGWFX (0.43). RGWEX (250) and RGWFX (250) have matching initial minimum investment requirements. RGWFX (11.79) and RGWEX (11.42) have marching annual gain over last year. RGWFX (41.25) and RGWEX (39.65) have equivalent 5 years return.
| RGWEX | RGWFX | RGWEX / RGWFX | |
| Total Expense Ratio | 0.71 | 0.43 | 165% |
| Annual Report Gross Expense Ratio | 0.71 | 0.43 | 165% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 17.311 | 17.542 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 24.4B | 100% |
| Annual Yield % from dividends | 0.40 | 0.61 | 65% |
| Returns for 1 year | 11.42 | 11.79 | 97% |
| Returns for 3 years | 60.76 | 61.93 | 98% |
| Returns for 5 years | 39.65 | 41.25 | 96% |
| Returns for 10 years | 98.38 | 101.48 | 97% |
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