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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.25
Change-$0.07 (-0.27%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$11.90
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Sep 21, 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: 19.9B vs. VALIX (445M). VALIX pays higher dividends than RGWEX: VALIX (0.68) vs RGWEX (0.64). RGWEX was incepted earlier than VALIX: RGWEX (12 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). RGWEX annual gain was more profitable for investors over the last year : 32.04 vs. VALIX (28.81). RGWEX return over 5 years is better than : 42.89 vs. VALIX (15.05).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 72 years | - |
| Gain YTD | 17.608 | 13.333 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 445M | 4,472% |
| Annual Yield % from dividends | 0.64 | 0.68 | 95% |
| Returns for 1 year | 32.04 | 28.81 | 111% |
| Returns for 3 years | -0.06 | -13.44 | 0% |
| Returns for 5 years | 42.89 | 15.05 | 285% |
| Returns for 10 years | 74.71 | 17.74 | 421% |
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