AGGDX
Price
$12.49
Change
+$0.14 (+1.13%)
Updated
Sep 3 closing price
Net Assets
520.2M
ANWPX
Price
$76.09
Change
+$0.80 (+1.06%)
Updated
Sep 3 closing price
Net Assets
165.87B
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AGGDX vs ANWPX

AGGDX vs ANWPX Comparison Chart in %
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AGGDX vs. ANWPX 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 ANWPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 166B vs. AGGDX (520M). ANWPX pays higher dividends than AGGDX: ANWPX (0.96) vs AGGDX (0.39). AGGDX was incepted earlier than ANWPX: AGGDX (13 years) vs ANWPX (54 years). AGGDX (0.75) is less costly to investors than ANWPX (0.71). AGGDX is a more actively managed with annual turnover of: 68.00 vs. ANWPX (23.00). AGGDX has a lower initial minimum investment than ANWPX: AGGDX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 8.17 vs. AGGDX (-1.49). ANWPX return over 5 years is better than : 11.13 vs. AGGDX (-20.38).
AGGDXANWPXAGGDX / ANWPX
Total Expense Ratio0.750.71106%
Annual Report Gross Expense Ratio0.750.71106%
Fund Existence13 years54 years-
Gain YTD3.4807.76145%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets520M166B0%
Annual Yield % from dividends0.390.9641%
Returns for 1 year-1.498.17-18%
Returns for 3 years13.7240.3934%
Returns for 5 years-20.3811.13-183%
Returns for 10 years14.22109.4113%
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