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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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published Highlights
Market Cap
The average market capitalization across the group is 83.19B. The market cap for tickers in the group ranges from 520.2M to 165.87B. ANWFX holds the highest valuation in this group at 165.87B. The lowest valued company is AGGDX at 520.2M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -2%, and the average quarterly price growth was 8%. ANWFX experienced the highest price growth at -0%, while AGGDX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
AGGDX vs. ANWFX commentary
Sep 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 166B vs. AGGDX (520M). ANWFX pays higher dividends than AGGDX: ANWFX (1.14) vs AGGDX (0.39). 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 : 8.34 vs. AGGDX (-1.49). ANWFX return over 5 years is better than : 11.89 vs. AGGDX (-20.38).
| 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 | 3.480 | 7.887 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 166B | 0% |
| Annual Yield % from dividends | 0.39 | 1.14 | 34% |
| Returns for 1 year | -1.49 | 8.34 | -18% |
| Returns for 3 years | 13.72 | 41.14 | 33% |
| Returns for 5 years | -20.38 | 11.89 | -171% |
| Returns for 10 years | 14.22 | 110.53 | 13% |
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