Interact to see
Advertisement
Advertisement
AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIWEX vs. VGENX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.02B vs. AIWEX (160M). VGENX pays higher dividends than AIWEX: VGENX (3.04) vs AIWEX (0.71). AIWEX was incepted earlier than VGENX: AIWEX (12 years) vs VGENX (41 years). AIWEX (1.21) is less costly to investors than VGENX (0.45). 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 : 22.18 vs. VGENX (-2.65). AIWEX return over 5 years is better than : 230.02 vs. VGENX (75.32).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.93 | 0.45 | 207% |
| Annual Report Gross Expense Ratio | 1.21 | 0.45 | 269% |
| Fund Existence | 12 years | 41 years | - |
| Gain YTD | 21.419 | 17.245 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 6.02B | 3% |
| Annual Yield % from dividends | 0.71 | 3.04 | 23% |
| Returns for 1 year | 22.18 | -2.65 | -836% |
| Returns for 3 years | 50.30 | 16.38 | 307% |
| Returns for 5 years | 230.02 | 75.32 | 305% |
| Returns for 10 years | 138.61 | 8.39 | 1,651% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers