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AGEAX vs VARBX
AGEAX vs VARBX Comparison Chart in %
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AGEAX vs. VARBX commentary
Feb 05, 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 AGEAX is a Hold and VARBX is a Buy.
FUNDAMENTALS
Fundamentals
VARBX has more cash in the bank: 1.57B vs. AGEAX (49.8M). VARBX pays higher dividends than AGEAX: VARBX (3.47) vs AGEAX (0.44). AGEAX was incepted earlier than VARBX: AGEAX (13 years) vs VARBX (10 years). AGEAX (1.88) and VARBX (1.84) have similar cost to investors . VARBX is a more actively managed with annual turnover of: 293.00 vs. AGEAX (195.00). AGEAX has a lower initial minimum investment than VARBX: AGEAX (2000) vs VARBX (100000). AGEAX annual gain was more profitable for investors over the last year : 7.32 vs. VARBX (3.30). AGEAX return over 5 years is better than : 13.98 vs. VARBX (5.26).
| AGEAX | VARBX | AGEAX / VARBX | |
| Total Expense Ratio | 1.71 | 1.84 | 93% |
| Annual Report Gross Expense Ratio | 1.88 | 1.84 | 102% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -0.079 | 0.284 | -28% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 1.57B | 3% |
| Annual Yield % from dividends | 0.44 | 3.47 | 13% |
| Returns for 1 year | 7.32 | 3.30 | 222% |
| Returns for 3 years | 16.37 | 8.05 | 203% |
| Returns for 5 years | 13.98 | 5.26 | 266% |
| Returns for 10 years | 49.69 | 18.46 | 269% |
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