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APWEX vs VGENX
APWEX vs VGENX Comparison Chart in %
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APWEX vs. VGENX commentary
Feb 05, 2026
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 APWEX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. APWEX (223M). VGENX pays higher dividends than APWEX: VGENX (3.11) vs APWEX (0.40). APWEX was incepted earlier than VGENX: APWEX (12 years) vs VGENX (42 years). APWEX (1.44) is less costly to investors than VGENX (0.45). APWEX is a more actively managed with annual turnover of: 175.00 vs. VGENX (36.00). APWEX has a lower initial minimum investment than VGENX: APWEX (100) vs VGENX (3000). APWEX annual gain was more profitable for investors over the last year : 34.42 vs. VGENX (23.16). APWEX return over 5 years is better than : 169.43 vs. VGENX (67.61).
| APWEX | VGENX | APWEX / VGENX | |
| Total Expense Ratio | 1.16 | 0.45 | 258% |
| Annual Report Gross Expense Ratio | 1.44 | 0.45 | 320% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 15.209 | 9.367 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 6.13B | 4% |
| Annual Yield % from dividends | 0.40 | 3.11 | 13% |
| Returns for 1 year | 34.42 | 23.16 | 149% |
| Returns for 3 years | 64.62 | 21.70 | 298% |
| Returns for 5 years | 169.43 | 67.61 | 251% |
| Returns for 10 years | 221.36 | 40.75 | 543% |
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