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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Feb 04, 2026
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 Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. AIWEX (219M). VGENX pays higher dividends than AIWEX: VGENX (3.11) vs AIWEX (0.72). AIWEX was incepted earlier than VGENX: AIWEX (12 years) vs VGENX (42 years). AIWEX (1.19) is less costly to investors than VGENX (0.45). AIWEX is a more actively managed with annual turnover of: 175.00 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 : 34.70 vs. VGENX (23.16). AIWEX return over 5 years is better than : 172.74 vs. VGENX (67.61).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.91 | 0.45 | 202% |
| Annual Report Gross Expense Ratio | 1.19 | 0.45 | 264% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 15.152 | 9.367 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 6.13B | 4% |
| Annual Yield % from dividends | 0.72 | 3.11 | 23% |
| Returns for 1 year | 34.70 | 23.16 | 150% |
| Returns for 3 years | 65.79 | 21.70 | 303% |
| Returns for 5 years | 172.74 | 67.61 | 255% |
| Returns for 10 years | 229.91 | 40.75 | 564% |
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