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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Dec 04, 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: 6.12B vs. AIWEX (176M). 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: 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 : 19.01 vs. VGENX (1.20). AIWEX return over 5 years is better than : 182.19 vs. VGENX (62.07).
| 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 | 25.661 | 22.329 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 6.12B | 3% |
| Annual Yield % from dividends | 0.69 | 2.88 | 24% |
| Returns for 1 year | 19.01 | 1.20 | 1,587% |
| Returns for 3 years | 43.92 | 8.72 | 504% |
| Returns for 5 years | 182.19 | 62.07 | 294% |
| Returns for 10 years | 156.39 | 19.77 | 791% |
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