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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.96
Change-$0.93 (-3.33%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.78
Change-$0.52 (-3.91%)
VolumeN/A
CapitalizationN/A
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Dec 19, 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: 21.2B vs. VALIX (488M). 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 : 28.01 vs. RGWEX (25.39). RGWEX return over 5 years is better than : 40.08 vs. VALIX (32.12).
| 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 | 24.955 | 26.667 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 488M | 4,344% |
| Annual Yield % from dividends | 0.64 | 0.68 | 95% |
| Returns for 1 year | 25.39 | 28.01 | 91% |
| Returns for 3 years | 6.19 | 11.26 | 55% |
| Returns for 5 years | 40.08 | 32.12 | 125% |
| Returns for 10 years | 82.51 | 45.11 | 183% |
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