APWEX
Price
$16.50
Change
+$0.15 (+0.92%)
Updated
Jun 13 closing price
Net Assets
126.28M
VGENX
Price
$48.42
Change
+$0.33 (+0.69%)
Updated
Jun 13 closing price
Net Assets
5.75B
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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$16.50
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets126.28M
Vanguard Energy I
Price$48.42
Change+$0.33 (+0.69%)
VolumeN/A
Net Assets5.75B
APWEX vs VGENX Comparison Chart
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APWEX vs. VGENX commentary
Jun 16, 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.

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FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.75B vs. APWEX (126M). VGENX pays higher dividends than APWEX: VGENX (3.25) vs APWEX (0.89). 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 : 20.83 vs. VGENX (0.21). APWEX return over 5 years is better than : 196.29 vs. VGENX (46.70).
APWEXVGENXAPWEX / VGENX
Total Expense Ratio1.180.44268%
Annual Report Gross Expense Ratio1.460.44332%
Fund Existence11 years41 years-
Gain YTD14.04312.416113%
Front LoadN/AN/A-
Min. Initial Investment10030003%
Min. Initial Investment IRAN/AN/A-
Net Assets126M5.75B2%
Annual Yield % from dividends0.893.2527%
Returns for 1 year20.830.219,956%
Returns for 3 years35.619.50375%
Returns for 5 years196.2946.70420%
Returns for 10 years97.04-8.64-1,123%
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