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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 28.2B vs. VALIX (532M). VALIX pays higher dividends than RGWEX: VALIX (0.59) vs RGWEX (0.32). 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). RGWEX annual gain was more profitable for investors over the last year : 11.12 vs. VALIX (8.94). RGWEX return over 5 years is better than : 21.87 vs. VALIX (13.06).
| 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 | 8.475 | 6.676 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 532M | 5,301% |
| Annual Yield % from dividends | 0.32 | 0.59 | 54% |
| Returns for 1 year | 11.12 | 8.94 | 124% |
| Returns for 3 years | 48.61 | 57.70 | 84% |
| Returns for 5 years | 21.87 | 13.06 | 167% |
| Returns for 10 years | 110.67 | 76.95 | 144% |
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