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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$28.32
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets23.03B
Value Line Capital Appreciation Investor
Price$14.22
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets495.42M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Jul 18, 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: 23B vs. VALIX (495M). VALIX pays higher dividends than RGWEX: VALIX (0.71) vs RGWEX (0.42). 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 : 21.73 vs. RGWEX (11.47). RGWEX return over 5 years is better than : 44.25 vs. VALIX (25.26).
| 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 | 11.672 | 12.589 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 495M | 4,646% |
| Annual Yield % from dividends | 0.42 | 0.71 | 59% |
| Returns for 1 year | 11.47 | 21.73 | 53% |
| Returns for 3 years | 48.67 | 60.38 | 81% |
| Returns for 5 years | 44.25 | 25.26 | 175% |
| Returns for 10 years | 77.94 | 50.46 | 154% |
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