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AIWEX vs VGELX
AIWEX vs VGELX Comparison Chart in %
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AIWEX vs. VGELX commentary
Jul 07, 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 (127M). VGELX pays higher dividends than AIWEX: VGELX (3.21) vs AIWEX (0.96). 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 : 17.17 vs. VGELX (-1.53). AIWEX return over 5 years is better than : 207.58 vs. VGELX (49.74).
| 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 | 14.180 | 12.789 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 5.75B | 2% |
| Annual Yield % from dividends | 0.96 | 3.21 | 30% |
| Returns for 1 year | 17.17 | -1.53 | -1,120% |
| Returns for 3 years | 54.52 | 15.13 | 360% |
| Returns for 5 years | 207.58 | 49.74 | 417% |
| Returns for 10 years | 112.92 | -2.30 | -4,914% |
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