Interact to see
Advertisement
Advertisement
RGWEX vs VLIIX
RGWEX vs VLIIX Comparison
Open Charts RGWEX vs VLIIX
American Funds Growth Portfolio R4
Price$30.85
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets24.9B
Value Line Capital Appreciation Instl
Price$14.59
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets542.15M
RGWEX vs VLIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGWEX vs. VLIIX commentary
Dec 26, 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: 24.9B vs. VLIIX (542M). VLIIX pays higher dividends than RGWEX: VLIIX (0.84) vs RGWEX (0.39). RGWEX was incepted earlier than VLIIX: RGWEX (14 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). RGWEX (12.69) and VLIIX (12.14) have marching annual gain over last year. RGWEX return over 5 years is better than : 36.34 vs. VLIIX (16.46).
| RGWEX | VLIIX | RGWEX / VLIIX | |
| Total Expense Ratio | 0.71 | 0.83 | 86% |
| Annual Report Gross Expense Ratio | 0.71 | 0.88 | 81% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 21.648 | 15.519 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 542M | 4,594% |
| Annual Yield % from dividends | 0.39 | 0.84 | 46% |
| Returns for 1 year | 12.69 | 12.14 | 104% |
| Returns for 3 years | 61.03 | 90.05 | 68% |
| Returns for 5 years | 36.34 | 16.46 | 221% |
| Returns for 10 years | 104.10 | 74.37 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers