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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 : 31.73 vs. VGENX (23.20). APWEX return over 5 years is better than : 165.83 vs. VGENX (68.38).
| 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 | 13.951 | 10.475 | 133% |
| 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 | 31.73 | 23.20 | 137% |
| Returns for 3 years | 62.82 | 22.93 | 274% |
| Returns for 5 years | 165.83 | 68.38 | 243% |
| Returns for 10 years | 217.85 | 42.17 | 517% |
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