AIWEX
Price
$16.84
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
131.3M
VGENX
Price
$48.38
Change
-$0.09 (-0.19%)
Updated
Jul 25 closing price
Net Assets
5.95B
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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$16.84
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets131.3M
Vanguard Energy I
Price$48.38
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets5.95B
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. AIWEX (131M). 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 (0.45). 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 : 20.30 vs. VGENX (-2.51). AIWEX return over 5 years is better than : 199.89 vs. VGENX (46.97).
AIWEXVGENXAIWEX / VGENX
Total Expense Ratio0.930.45207%
Annual Report Gross Expense Ratio1.210.45269%
Fund Existence11 years41 years-
Gain YTD16.81612.323136%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets131M5.95B2%
Annual Yield % from dividends0.963.1431%
Returns for 1 year20.30-2.51-807%
Returns for 3 years56.5614.89380%
Returns for 5 years199.8946.97426%
Returns for 10 years126.492.574,920%
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