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AAWEX vs VGENX
AAWEX vs VGENX Comparison Chart in %
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AAWEX vs. VGENX commentary
Sep 08, 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 AAWEX is a StrongBuy and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. AAWEX (143M). VGENX pays higher dividends than AAWEX: VGENX (3.10) vs AAWEX (0.69). AAWEX was incepted earlier than VGENX: AAWEX (12 years) vs VGENX (41 years). AAWEX (1.31) is less costly to investors than VGENX (0.45). AAWEX is a more actively managed with annual turnover of: 161.00 vs. VGENX (36.00). AAWEX has a lower initial minimum investment than VGENX: AAWEX (0) vs VGENX (3000). AAWEX annual gain was more profitable for investors over the last year : 28.97 vs. VGENX (-4.58). AAWEX return over 5 years is better than : 200.97 vs. VGENX (52.71).
| AAWEX | VGENX | AAWEX / VGENX | |
| Total Expense Ratio | 1.18 | 0.45 | 262% |
| Annual Report Gross Expense Ratio | 1.31 | 0.45 | 291% |
| Fund Existence | 12 years | 41 years | - |
| Gain YTD | 15.789 | 11.673 | 135% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 5.95B | 2% |
| Annual Yield % from dividends | 0.69 | 3.10 | 22% |
| Returns for 1 year | 28.97 | -4.58 | -633% |
| Returns for 3 years | 43.49 | 7.24 | 601% |
| Returns for 5 years | 200.97 | 52.71 | 381% |
| Returns for 10 years | 128.15 | 10.27 | 1,248% |
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