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RGWEX vs VLIIX
RGWEX vs VLIIX Comparison
Open Charts RGWEX vs VLIIX
American Funds Growth Portfolio R4
Price$29.99
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets24.63B
Value Line Capital Appreciation Instl
Price$15.26
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets536.01M
RGWEX vs VLIIX Comparison Chart in %
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RGWEX vs. VLIIX commentary
Oct 06, 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 VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RGWEX has more cash in the bank: 24.6B vs. VLIIX (536M). VLIIX pays higher dividends than RGWEX: VLIIX (0.86) vs RGWEX (0.40). RGWEX was incepted earlier than VLIIX: RGWEX (13 years) vs VLIIX (10 years). VLIIX (0.88) is less costly to investors than RGWEX (0.71). RGWEX has a lower initial minimum investment than VLIIX: RGWEX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 29.06 vs. RGWEX (14.98). RGWEX return over 5 years is better than : 46.49 vs. VLIIX (30.93).
| RGWEX | VLIIX | RGWEX / VLIIX | |
| Total Expense Ratio | 0.71 | 0.83 | 86% |
| Annual Report Gross Expense Ratio | 0.71 | 0.88 | 81% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 18.257 | 20.823 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 536M | 4,590% |
| Annual Yield % from dividends | 0.40 | 0.86 | 46% |
| Returns for 1 year | 14.98 | 29.06 | 52% |
| Returns for 3 years | 57.19 | 72.38 | 79% |
| Returns for 5 years | 46.49 | 30.93 | 150% |
| Returns for 10 years | 103.88 | N/A | - |
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