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APWEX vs VGENX
APWEX vs VGENX Comparison Chart in %
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APWEX vs. VGENX commentary
Jul 06, 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 APWEX is a Buy and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. APWEX (127M). VGENX pays higher dividends than APWEX: VGENX (3.14) vs APWEX (0.65). APWEX was incepted earlier than VGENX: APWEX (11 years) vs VGENX (41 years). APWEX (1.46) is less costly to investors than VGENX (0.44). APWEX is a more actively managed with annual turnover of: 161.00 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 : 16.86 vs. VGENX (-1.46). APWEX return over 5 years is better than : 203.42 vs. VGENX (50.09).
| APWEX | VGENX | APWEX / VGENX | |
| Total Expense Ratio | 1.18 | 0.44 | 268% |
| Annual Report Gross Expense Ratio | 1.46 | 0.44 | 332% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 14.030 | 12.834 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 5.75B | 2% |
| Annual Yield % from dividends | 0.65 | 3.14 | 21% |
| Returns for 1 year | 16.86 | -1.46 | -1,158% |
| Returns for 3 years | 53.46 | 15.41 | 347% |
| Returns for 5 years | 203.42 | 50.09 | 406% |
| Returns for 10 years | 107.27 | -2.07 | -5,183% |
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