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RGWEX vs VALIX
RGWEX vs VALIX Comparison
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RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Sep 13, 2026
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: 28.1B vs. VALIX (544M). VALIX pays higher dividends than RGWEX: VALIX (0.57) vs RGWEX (0.31). RGWEX was incepted earlier than VALIX: RGWEX (14 years) vs VALIX (74 years). VALIX (1.08) is less costly to investors than RGWEX (0.71). VALIX is a more actively managed with annual turnover of: 43.00 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 : 8.72 vs. RGWEX (7.68). RGWEX return over 5 years is better than : 20.14 vs. VALIX (15.85).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | 0.71 | 1.08 | 66% |
| Annual Report Gross Expense Ratio | 0.71 | 1.08 | 66% |
| Fund Existence | 14 years | 74 years | - |
| Gain YTD | 10.169 | 11.266 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 544M | 5,165% |
| Annual Yield % from dividends | 0.31 | 0.57 | 55% |
| Returns for 1 year | 7.68 | 8.72 | 88% |
| Returns for 3 years | 55.51 | 68.72 | 81% |
| Returns for 5 years | 20.14 | 15.85 | 127% |
| Returns for 10 years | 113.40 | 82.73 | 137% |
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