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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 25, 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 Buy and ANWFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 170B vs. AGGDX (538M). 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 : 3.54 vs. AGGDX (-3.52). ANWFX return over 5 years is better than : 10.90 vs. AGGDX (-19.17).
| 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 | 3.811 | 3.189 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 170B | 0% |
| Annual Yield % from dividends | 0.38 | 1.15 | 33% |
| Returns for 1 year | -3.52 | 3.54 | -99% |
| Returns for 3 years | 11.49 | 32.55 | 35% |
| Returns for 5 years | -19.17 | 10.90 | -176% |
| Returns for 10 years | 17.03 | 104.60 | 16% |
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