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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$29.24
Change-$0.81 (-2.70%)
VolumeN/A
Net Assets25.13B
Value Line Capital Appreciation Investor
Price$14.09
Change-$1.31 (-8.51%)
VolumeN/A
Net Assets516.14M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Feb 04, 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: 25.1B vs. VALIX (516M). VALIX pays higher dividends than RGWEX: VALIX (0.63) vs RGWEX (0.34). 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). RGWEX annual gain was more profitable for investors over the last year : 11.82 vs. VALIX (8.99). RGWEX return over 5 years is better than : 23.05 vs. VALIX (5.97).
| 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 | 1.141 | -2.017 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 516M | 4,864% |
| Annual Yield % from dividends | 0.34 | 0.63 | 54% |
| Returns for 1 year | 11.82 | 8.99 | 131% |
| Returns for 3 years | 52.52 | 57.70 | 91% |
| Returns for 5 years | 23.05 | 5.97 | 386% |
| Returns for 10 years | 126.05 | 85.86 | 147% |
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