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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.84
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets21.74B
Value Line Capital Appreciation Investor
Price$13.38
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets456.83M
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Jun 07, 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: 21.7B vs. VALIX (457M). VALIX pays higher dividends than RGWEX: VALIX (0.76) vs RGWEX (0.45). 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 : 17.03 vs. RGWEX (8.93). RGWEX return over 5 years is better than : 41.71 vs. VALIX (22.40).
| 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 | 5.836 | 5.938 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 457M | 4,748% |
| Annual Yield % from dividends | 0.45 | 0.76 | 59% |
| Returns for 1 year | 8.93 | 17.03 | 52% |
| Returns for 3 years | 28.98 | 38.09 | 76% |
| Returns for 5 years | 41.71 | 22.40 | 186% |
| Returns for 10 years | 71.30 | 45.38 | 157% |
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