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AAWEX vs VGENX
AAWEX vs VGENX Comparison Chart in %
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AAWEX vs. VGENX commentary
Dec 27, 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 Buy and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.32B vs. AAWEX (173M). VGENX pays higher dividends than AAWEX: VGENX (2.88) vs AAWEX (0.45). AAWEX was incepted earlier than VGENX: AAWEX (12 years) vs VGENX (42 years). AAWEX (1.31) is less costly to investors than VGENX (0.45). AAWEX is a more actively managed with annual turnover of: 175.00 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 : 21.86 vs. VGENX (0.57). AAWEX return over 5 years is better than : 160.50 vs. VGENX (52.55).
| 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 | 42 years | - |
| Gain YTD | 21.859 | 14.575 | 150% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 6.32B | 3% |
| Annual Yield % from dividends | 0.45 | 2.88 | 16% |
| Returns for 1 year | 21.86 | 0.57 | 3,809% |
| Returns for 3 years | 42.84 | 2.78 | 1,543% |
| Returns for 5 years | 160.50 | 52.55 | 305% |
| Returns for 10 years | 154.88 | 20.74 | 747% |
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