AGGDX
Price
$13.03
Change
+$0.01 (+0.08%)
Updated
Aug 13 closing price
Net Assets
553.75M
ANWPX
Price
$77.29
Change
+$0.71 (+0.93%)
Updated
Aug 13 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
Aug 15, 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 ANWPX is a Buy.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 166B vs. AGGDX (554M). ANWPX pays higher dividends than AGGDX: ANWPX (0.98) vs AGGDX (0.38). AGGDX was incepted earlier than ANWPX: AGGDX (13 years) vs ANWPX (53 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 : 8.87 vs. AGGDX (-0.13). ANWPX return over 5 years is better than : 15.47 vs. AGGDX (-15.95).
AGGDXANWPXAGGDX / ANWPX
Total Expense Ratio0.750.71106%
Annual Report Gross Expense Ratio0.750.71106%
Fund Existence13 years53 years-
Gain YTD7.9549.46084%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets554M166B0%
Annual Yield % from dividends0.380.9839%
Returns for 1 year-0.138.87-1%
Returns for 3 years19.0642.9144%
Returns for 5 years-15.9515.47-103%
Returns for 10 years18.84112.2617%
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