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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Dec 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.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.32B vs. AIWEX (173M). VGENX pays higher dividends than AIWEX: VGENX (2.88) vs AIWEX (0.69). AIWEX was incepted earlier than VGENX: AIWEX (12 years) vs VGENX (42 years). AIWEX (1.21) 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 : 22.21 vs. VGENX (0.41). AIWEX return over 5 years is better than : 164.46 vs. VGENX (52.73).
| 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 | 42 years | - |
| Gain YTD | 22.463 | 14.714 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 6.32B | 3% |
| Annual Yield % from dividends | 0.69 | 2.88 | 24% |
| Returns for 1 year | 22.21 | 0.41 | 5,419% |
| Returns for 3 years | 44.73 | 3.33 | 1,343% |
| Returns for 5 years | 164.46 | 52.73 | 312% |
| Returns for 10 years | 160.46 | 19.70 | 814% |
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