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AIWEX vs FAGNX
AIWEX vs FAGNX Comparison Chart in %
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AIWEX vs. FAGNX commentary
Sep 09, 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 AIWEX is a StrongBuy and FAGNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 952M vs. AIWEX (143M). AIWEX pays higher dividends than FAGNX: AIWEX (0.94) vs FAGNX (0.75). AIWEX was incepted earlier than FAGNX: AIWEX (12 years) vs FAGNX (38 years). FAGNX (1.23) and AIWEX (1.21) have similar cost to investors . AIWEX is a more actively managed with annual turnover of: 161.00 vs. FAGNX (31.00). FAGNX has a lower initial minimum investment than AIWEX: FAGNX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 29.21 vs. FAGNX (4.70). FAGNX (211.76) and AIWEX (204.67) have equivalent 5 years return.
| AIWEX | FAGNX | AIWEX / FAGNX | |
| Total Expense Ratio | 0.93 | 1.23 | 76% |
| Annual Report Gross Expense Ratio | 1.21 | 1.23 | 98% |
| Fund Existence | 12 years | 38 years | - |
| Gain YTD | 15.983 | 5.226 | 306% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 952M | 15% |
| Annual Yield % from dividends | 0.94 | 0.75 | 125% |
| Returns for 1 year | 29.21 | 4.70 | 622% |
| Returns for 3 years | 44.53 | 21.04 | 212% |
| Returns for 5 years | 204.67 | 211.76 | 97% |
| Returns for 10 years | 134.45 | 71.81 | 187% |
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