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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$25.02
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets20.28B
Value Line Capital Appreciation Investor
Price$12.57
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets429.03M
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
May 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 RGWEX is a Hold and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 20.3B vs. VALIX (429M). VALIX pays higher dividends than RGWEX: VALIX (0.81) vs RGWEX (0.48). RGWEX was incepted earlier than VALIX: RGWEX (13 years) vs VALIX (73 years). VALIX (1.10) is less costly to investors than RGWEX (0.71). RGWEX has a lower initial minimum investment than VALIX: RGWEX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 13.69 vs. RGWEX (3.85). RGWEX return over 5 years is better than : 43.64 vs. VALIX (23.04).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 13 years | 73 years | - |
| Gain YTD | -1.341 | -0.475 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 429M | 4,732% |
| Annual Yield % from dividends | 0.48 | 0.81 | 59% |
| Returns for 1 year | 3.85 | 13.69 | 28% |
| Returns for 3 years | 27.70 | 39.01 | 71% |
| Returns for 5 years | 43.64 | 23.04 | 189% |
| Returns for 10 years | 58.68 | 35.30 | 166% |
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