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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$23.03
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets18.74B
Value Line Capital Appreciation Investor
Price$11.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets400.68M
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 18.7B vs. VALIX (401M). VALIX pays higher dividends than RGWEX: VALIX (0.83) vs RGWEX (0.48). RGWEX was incepted earlier than VALIX: RGWEX (13 years) vs VALIX (73 years). VALIX (1.10) 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 : 6.09 vs. RGWEX (-1.48). RGWEX return over 5 years is better than : 37.12 vs. VALIX (22.98).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | 0.71 | 1.10 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.10 | 65% |
| Fund Existence | 13 years | 73 years | - |
| Gain YTD | -9.188 | -8.630 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 401M | 4,663% |
| Annual Yield % from dividends | 0.48 | 0.83 | 58% |
| Returns for 1 year | -1.48 | 6.09 | -24% |
| Returns for 3 years | 2.90 | 9.78 | 30% |
| Returns for 5 years | 37.12 | 22.98 | 162% |
| Returns for 10 years | 46.98 | 23.06 | 204% |
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