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AIWEX vs VGELX
AIWEX vs VGELX Comparison Chart
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AIWEX vs. VGELX commentary
Jun 16, 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 Buy and VGELX is a Buy.
FUNDAMENTALS
Fundamentals
VGELX has more cash in the bank: 5.75B vs. AIWEX (126M). VGELX pays higher dividends than AIWEX: VGELX (3.32) vs AIWEX (1.07). AIWEX was incepted earlier than VGELX: AIWEX (11 years) vs VGELX (24 years). AIWEX (1.21) is less costly to investors than VGELX (0.36). AIWEX is a more actively managed with annual turnover of: 161.00 vs. VGELX (36.00). AIWEX has a lower initial minimum investment than VGELX: AIWEX (1000) vs VGELX (50000). AIWEX annual gain was more profitable for investors over the last year : 21.20 vs. VGELX (-0.95). AIWEX return over 5 years is better than : 200.22 vs. VGELX (46.34).
| AIWEX | VGELX | AIWEX / VGELX | |
| Total Expense Ratio | 0.93 | 0.36 | 258% |
| Annual Report Gross Expense Ratio | 1.21 | 0.36 | 336% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 14.252 | 12.356 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 5.75B | 2% |
| Annual Yield % from dividends | 1.07 | 3.32 | 32% |
| Returns for 1 year | 21.20 | -0.95 | -2,235% |
| Returns for 3 years | 36.61 | 9.21 | 398% |
| Returns for 5 years | 200.22 | 46.34 | 432% |
| Returns for 10 years | 102.69 | -8.85 | -1,160% |
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