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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. AIWEX (127M). 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 (0.44). 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 : 17.17 vs. VGENX (-1.46). AIWEX return over 5 years is better than : 207.58 vs. VGENX (50.09).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.93 | 0.44 | 211% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 14.180 | 12.834 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 5.75B | 2% |
| Annual Yield % from dividends | 0.96 | 3.14 | 31% |
| Returns for 1 year | 17.17 | -1.46 | -1,179% |
| Returns for 3 years | 54.52 | 15.41 | 354% |
| Returns for 5 years | 207.58 | 50.09 | 414% |
| Returns for 10 years | 112.92 | -2.07 | -5,456% |
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