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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$30.43
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets24.9B
Value Line Capital Appreciation Investor
Price$15.45
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets549.3M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Dec 04, 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: 24.9B vs. VALIX (549M). VALIX pays higher dividends than RGWEX: VALIX (0.65) vs RGWEX (0.39). RGWEX was incepted earlier than VALIX: RGWEX (14 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 : 17.51 vs. RGWEX (10.18). RGWEX return over 5 years is better than : 33.09 vs. VALIX (19.71).
| 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 | 73 years | - |
| Gain YTD | 19.164 | 21.061 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 549M | 4,536% |
| Annual Yield % from dividends | 0.39 | 0.65 | 59% |
| Returns for 1 year | 10.18 | 17.51 | 58% |
| Returns for 3 years | 49.27 | 65.50 | 75% |
| Returns for 5 years | 33.09 | 19.71 | 168% |
| Returns for 10 years | 96.85 | 67.87 | 143% |
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