APWEX
Price
$16.81
Change
+$0.14 (+0.84%)
Updated
Sep 4 closing price
Net Assets
142.72M
VGENX
Price
$48.10
Change
-$0.28 (-0.58%)
Updated
Sep 5 closing price
Net Assets
5.95B
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APWEX vs VGENX

Header iconAPWEX vs VGENX Comparison
Open Charts APWEX vs VGENXBanner chart's image
Cavanal Hill World Energy Investor
Price$16.81
Change+$0.14 (+0.84%)
VolumeN/A
Net Assets142.72M
Vanguard Energy I
Price$48.10
Change-$0.28 (-0.58%)
VolumeN/A
Net Assets5.95B
APWEX vs VGENX Comparison Chart in %
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APWEX vs. VGENX commentary
Sep 08, 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 StrongBuy and VGENX is a Hold.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. APWEX (143M). VGENX pays higher dividends than APWEX: VGENX (3.10) vs APWEX (0.64). APWEX was incepted earlier than VGENX: APWEX (12 years) vs VGENX (41 years). APWEX (1.46) is less costly to investors than VGENX (0.45). 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 : 28.89 vs. VGENX (-4.58). APWEX return over 5 years is better than : 200.88 vs. VGENX (52.71).
APWEXVGENXAPWEX / VGENX
Total Expense Ratio1.180.45262%
Annual Report Gross Expense Ratio1.460.45324%
Fund Existence12 years41 years-
Gain YTD15.76111.673135%
Front LoadN/AN/A-
Min. Initial Investment10030003%
Min. Initial Investment IRAN/AN/A-
Net Assets143M5.95B2%
Annual Yield % from dividends0.643.1021%
Returns for 1 year28.89-4.58-631%
Returns for 3 years43.457.24600%
Returns for 5 years200.8852.71381%
Returns for 10 years128.1110.271,247%
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