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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$29.90
Change-$0.18 (-0.60%)
VolumeN/A
Net Assets24.71B
Value Line Capital Appreciation Investor
Price$15.26
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets539.92M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Oct 09, 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: 24.7B vs. VALIX (540M). VALIX pays higher dividends than RGWEX: VALIX (0.66) vs RGWEX (0.40). 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 : 28.13 vs. RGWEX (14.33). RGWEX return over 5 years is better than : 41.74 vs. VALIX (25.44).
| 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 | 17.902 | 20.823 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 540M | 4,574% |
| Annual Yield % from dividends | 0.40 | 0.66 | 60% |
| Returns for 1 year | 14.33 | 28.13 | 51% |
| Returns for 3 years | 62.79 | 76.60 | 82% |
| Returns for 5 years | 41.74 | 25.44 | 164% |
| Returns for 10 years | 100.18 | 72.69 | 138% |
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