Ad is loading...
Ad is loading...
RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.58
Change-$0.43 (-1.59%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.68
Change-$0.11 (-0.86%)
VolumeN/A
CapitalizationN/A
RGWEX vs VALIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RGWEX vs. VALIX commentary
Nov 18, 2024
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: 20.2B vs. VALIX (466M). VALIX pays higher dividends than RGWEX: VALIX (0.68) vs RGWEX (0.64). RGWEX was incepted earlier than VALIX: RGWEX (13 years) vs VALIX (72 years). VALIX is a more actively managed with annual turnover of: 52.00 vs. RGWEX (1.00). 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 : 32.01 vs. RGWEX (27.89). RGWEX return over 5 years is better than : 38.76 vs. VALIX (19.74).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 72 years | - |
| Gain YTD | 19.086 | 20.762 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 466M | 4,335% |
| Annual Yield % from dividends | 0.64 | 0.68 | 95% |
| Returns for 1 year | 27.89 | 32.01 | 87% |
| Returns for 3 years | -5.35 | -10.47 | 51% |
| Returns for 5 years | 38.76 | 19.74 | 196% |
| Returns for 10 years | 73.72 | 21.89 | 337% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers