AIWEX
Price
$16.46
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
126.63M
VGELX
Price
$91.19
Change
+$0.05 (+0.05%)
Updated
Jul 3 closing price
Net Assets
5.75B
Interact to see
Advertisement

AIWEX vs VGELX

Header iconAIWEX vs VGELX Comparison
Open Charts AIWEX vs VGELXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets126.63M
Vanguard Energy Adm
Price$91.19
Change+$0.05 (+0.05%)
VolumeN/A
Net Assets5.75B
AIWEX vs VGELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
AIWEXVGELXAIWEX / VGELX
Total Expense Ratio0.930.36258%
Annual Report Gross Expense Ratio1.210.36336%
Fund Existence11 years24 years-
Gain YTD14.18012.789111%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets127M5.75B2%
Annual Yield % from dividends0.963.2130%
Returns for 1 year17.17-1.53-1,120%
Returns for 3 years54.5215.13360%
Returns for 5 years207.5849.74417%
Returns for 10 years112.92-2.30-4,914%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSEQX13.920.13
+0.94%
Fidelity Advisor Sustainable U.S. Eq I
AGGIX12.650.11
+0.88%
American Century Focused Global Gr I
SKSIX29.490.25
+0.85%
AMG GW&K Small Cap Value I
CREFX17.870.03
+0.17%
Cohen & Steers Real Estate Securities F
LISOX16.260.02
+0.12%
Lazard International Strategic Eq Open