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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$28.73
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets23.64B
Value Line Capital Appreciation Investor
Price$14.38
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets505.42M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Sep 04, 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: 23.6B vs. VALIX (505M). VALIX pays higher dividends than RGWEX: VALIX (0.70) vs RGWEX (0.41). RGWEX was incepted earlier than VALIX: RGWEX (13 years) vs VALIX (73 years). VALIX (1.08) 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 : 26.65 vs. RGWEX (14.20). RGWEX return over 5 years is better than : 39.86 vs. VALIX (23.37).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | 0.71 | 1.08 | 66% |
| Annual Report Gross Expense Ratio | 0.71 | 1.08 | 66% |
| Fund Existence | 13 years | 73 years | - |
| Gain YTD | 13.289 | 13.856 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 505M | 4,673% |
| Annual Yield % from dividends | 0.41 | 0.70 | 59% |
| Returns for 1 year | 14.20 | 26.65 | 53% |
| Returns for 3 years | 47.30 | 57.32 | 83% |
| Returns for 5 years | 39.86 | 23.37 | 171% |
| Returns for 10 years | 99.33 | 65.93 | 151% |
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