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RGWEX vs VLIIX
RGWEX vs VLIIX Comparison
Open Charts RGWEX vs VLIIX
American Funds Growth Portfolio R4
Price$26.96
Change-$0.93 (-3.33%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.78
Change-$0.55 (-4.13%)
VolumeN/A
CapitalizationN/A
RGWEX vs VLIIX Comparison Chart
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RGWEX vs. VLIIX commentary
Dec 19, 2024
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: 21.2B vs. VLIIX (488M). VLIIX pays higher dividends than RGWEX: VLIIX (0.88) vs RGWEX (0.64). RGWEX was incepted earlier than VLIIX: RGWEX (13 years) vs VLIIX (9 years). VLIIX is a more actively managed with annual turnover of: 52.00 vs. RGWEX (1.00). 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 : 28.30 vs. RGWEX (25.39). RGWEX return over 5 years is better than : 40.08 vs. VLIIX (33.86).
| RGWEX | VLIIX | RGWEX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 24.955 | 26.952 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 488M | 4,344% |
| Annual Yield % from dividends | 0.64 | 0.88 | 73% |
| Returns for 1 year | 25.39 | 28.30 | 90% |
| Returns for 3 years | 6.19 | 12.14 | 51% |
| Returns for 5 years | 40.08 | 33.86 | 118% |
| Returns for 10 years | 82.51 | N/A | - |
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