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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.06
Change-$0.53 (-1.99%)
VolumeN/A
Net Assets21.13B
Value Line Capital Appreciation Investor
Price$13.00
Change-$0.23 (-1.74%)
VolumeN/A
Net Assets474.34M
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 21.1B vs. VALIX (474M). 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 : 20.06 vs. RGWEX (10.22). RGWEX return over 5 years is better than : 34.23 vs. VALIX (23.23).
| 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 | 2.760 | 2.930 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 474M | 4,451% |
| Annual Yield % from dividends | 0.64 | 0.68 | 95% |
| Returns for 1 year | 10.22 | 20.06 | 51% |
| Returns for 3 years | 15.57 | 20.30 | 77% |
| Returns for 5 years | 34.23 | 23.23 | 147% |
| Returns for 10 years | 68.99 | 39.07 | 177% |
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