AIWEX
Price
$16.46
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
126.63M
VGENX
Price
$48.60
Change
+$0.03 (+0.06%)
Updated
Jul 3 closing price
Net Assets
5.75B
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AIWEX vs VGENX

Header iconAIWEX vs VGENX Comparison
Open Charts AIWEX vs VGENXBanner chart's image
Cavanal Hill World Energy Institutional
Price$16.46
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets126.63M
Vanguard Energy I
Price$48.60
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets5.75B
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX 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 VGENX is a Buy.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. AIWEX (127M). VGENX pays higher dividends than AIWEX: VGENX (3.14) vs AIWEX (0.96). AIWEX was incepted earlier than VGENX: AIWEX (11 years) vs VGENX (41 years). AIWEX (1.21) is less costly to investors than VGENX (0.44). AIWEX is a more actively managed with annual turnover of: 161.00 vs. VGENX (36.00). AIWEX has a lower initial minimum investment than VGENX: AIWEX (1000) vs VGENX (3000). AIWEX annual gain was more profitable for investors over the last year : 17.17 vs. VGENX (-1.46). AIWEX return over 5 years is better than : 207.58 vs. VGENX (50.09).
AIWEXVGENXAIWEX / VGENX
Total Expense Ratio0.930.44211%
Annual Report Gross Expense Ratio1.210.44275%
Fund Existence11 years41 years-
Gain YTD14.18012.834110%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets127M5.75B2%
Annual Yield % from dividends0.963.1431%
Returns for 1 year17.17-1.46-1,179%
Returns for 3 years54.5215.41354%
Returns for 5 years207.5850.09414%
Returns for 10 years112.92-2.07-5,456%
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