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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Aug 18, 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 Hold and VGENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.92B vs. AIWEX (133M). VGENX pays higher dividends than AIWEX: VGENX (3.13) vs AIWEX (0.94). 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 : 19.54 vs. VGENX (-3.67). AIWEX return over 5 years is better than : 181.51 vs. VGENX (43.90).
| 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 | 13.209 | 12.532 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 5.92B | 2% |
| Annual Yield % from dividends | 0.94 | 3.13 | 30% |
| Returns for 1 year | 19.54 | -3.67 | -532% |
| Returns for 3 years | 43.42 | 6.71 | 647% |
| Returns for 5 years | 181.51 | 43.90 | 413% |
| Returns for 10 years | 120.24 | 4.08 | 2,946% |
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