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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$28.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.23B
Value Line Capital Appreciation Investor
Price$14.15
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets497.75M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Aug 08, 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: 23.2B vs. VALIX (498M). VALIX pays higher dividends than RGWEX: VALIX (0.71) vs RGWEX (0.41). 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 : 30.68 vs. RGWEX (19.55). RGWEX return over 5 years is better than : 40.37 vs. VALIX (22.42).
| 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 | 11.790 | 12.035 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 498M | 4,659% |
| Annual Yield % from dividends | 0.41 | 0.71 | 59% |
| Returns for 1 year | 19.55 | 30.68 | 64% |
| Returns for 3 years | 36.31 | 44.57 | 81% |
| Returns for 5 years | 40.37 | 22.42 | 180% |
| Returns for 10 years | 79.92 | 52.05 | 154% |
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