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IENIX vs VGENX
IENIX vs VGENX Comparison Chart in %
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IENIX 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 IENIX is a Hold and VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.13B vs. IENIX (492M). VGENX pays higher dividends than IENIX: VGENX (3.11) vs IENIX (2.20). IENIX was incepted earlier than VGENX: IENIX (20 years) vs VGENX (42 years). IENIX (0.90) is less costly to investors than VGENX (0.45). VGENX is a more actively managed with annual turnover of: 36.00 vs. IENIX (23.00). VGENX has a lower initial minimum investment than IENIX: VGENX (3000) vs IENIX (1000000). IENIX (23.95) and VGENX (23.16) have marching annual gain over last year. IENIX return over 5 years is better than : 206.82 vs. VGENX (67.61).
| IENIX | VGENX | IENIX / VGENX | |
| Total Expense Ratio | 0.90 | 0.45 | 200% |
| Annual Report Gross Expense Ratio | 0.90 | 0.45 | 200% |
| Fund Existence | 20 years | 42 years | - |
| Gain YTD | 13.635 | 9.367 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 6.13B | 8% |
| Annual Yield % from dividends | 2.20 | 3.11 | 71% |
| Returns for 1 year | 23.95 | 23.16 | 103% |
| Returns for 3 years | 38.28 | 21.70 | 176% |
| Returns for 5 years | 206.82 | 67.61 | 306% |
| Returns for 10 years | 111.01 | 40.75 | 272% |
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