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RGWEX vs VALIX
RGWEX vs VALIX Comparison
Open Charts RGWEX vs VALIX
American Funds Growth Portfolio R4
Price$29.75
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets24.44B
Value Line Capital Appreciation Investor
Price$15.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets534.02M
RGWEX vs VALIX Comparison Chart in %
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RGWEX vs. VALIX commentary
Oct 21, 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: 24.4B vs. VALIX (534M). VALIX pays higher dividends than RGWEX: VALIX (0.66) vs RGWEX (0.40). RGWEX was incepted earlier than VALIX: RGWEX (13 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 : 25.16 vs. RGWEX (11.42). RGWEX return over 5 years is better than : 39.65 vs. VALIX (23.78).
| RGWEX | VALIX | RGWEX / VALIX | |
| Total Expense Ratio | 0.71 | 1.08 | 66% |
| Annual Report Gross Expense Ratio | 0.71 | 1.08 | 66% |
| Fund Existence | 13 years | 73 years | - |
| Gain YTD | 17.311 | 20.190 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 534M | 4,569% |
| Annual Yield % from dividends | 0.40 | 0.66 | 60% |
| Returns for 1 year | 11.42 | 25.16 | 45% |
| Returns for 3 years | 60.76 | 75.47 | 81% |
| Returns for 5 years | 39.65 | 23.78 | 167% |
| Returns for 10 years | 98.38 | 70.66 | 139% |
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