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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$26.01
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets21.01B
Value Line Capital Appreciation Investor
Price$12.99
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets477.08M
RGWEX vs VALIX Comparison Chart
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RGWEX vs. VALIX commentary
Jan 19, 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: 21B vs. VALIX (477M). 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 : 26.46 vs. RGWEX (17.95). RGWEX return over 5 years is better than : 33.90 vs. VALIX (24.88).
| 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 | 2.563 | 2.850 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 477M | 4,403% |
| Annual Yield % from dividends | 0.64 | 0.68 | 95% |
| Returns for 1 year | 17.95 | 26.46 | 68% |
| Returns for 3 years | 7.18 | 13.13 | 55% |
| Returns for 5 years | 33.90 | 24.88 | 136% |
| Returns for 10 years | 77.54 | 44.33 | 175% |
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