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AGGDX vs ANWFX
AGGDX vs ANWFX Comparison
Open Charts AGGDX vs ANWFX
AGGDX vs ANWFX Comparison Chart in %
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AGGDX vs. ANWFX commentary
Jul 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 AGGDX is a Hold and ANWFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 172B vs. AGGDX (548M). ANWFX pays higher dividends than AGGDX: ANWFX (1.15) vs AGGDX (0.38). AGGDX was incepted earlier than ANWFX: AGGDX (13 years) vs ANWFX (18 years). AGGDX (0.75) is less costly to investors than ANWFX (0.51). AGGDX is a more actively managed with annual turnover of: 68.00 vs. ANWFX (23.00). AGGDX has a lower initial minimum investment than ANWFX: AGGDX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 8.67 vs. AGGDX (0.56). ANWFX return over 5 years is better than : 15.20 vs. AGGDX (-18.06).
| AGGDX | ANWFX | AGGDX / ANWFX | |
| Total Expense Ratio | 0.75 | 0.51 | 147% |
| Annual Report Gross Expense Ratio | 0.75 | 0.51 | 147% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 5.302 | 6.179 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 172B | 0% |
| Annual Yield % from dividends | 0.38 | 1.15 | 33% |
| Returns for 1 year | 0.56 | 8.67 | 7% |
| Returns for 3 years | 15.41 | 39.43 | 39% |
| Returns for 5 years | -18.06 | 15.20 | -119% |
| Returns for 10 years | 22.64 | 118.06 | 19% |
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