AGGDX
Price
$12.53
Change
-$0.05 (-0.40%)
Updated
Jul 24 closing price
Net Assets
537.54M
ANWPX
Price
$72.80
Change
-$0.47 (-0.64%)
Updated
Jul 24 closing price
Net Assets
170.23B
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AGGDX vs ANWPX

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

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 170B vs. AGGDX (538M). ANWPX pays higher dividends than AGGDX: ANWPX (0.96) 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 : 3.38 vs. AGGDX (-3.52). ANWPX return over 5 years is better than : 10.15 vs. AGGDX (-19.17).
AGGDXANWPXAGGDX / ANWPX
Total Expense Ratio0.750.71106%
Annual Report Gross Expense Ratio0.750.71106%
Fund Existence13 years53 years-
Gain YTD3.8113.102123%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets538M170B0%
Annual Yield % from dividends0.380.9639%
Returns for 1 year-3.523.38-104%
Returns for 3 years11.4931.8536%
Returns for 5 years-19.1710.15-189%
Returns for 10 years17.03103.5116%
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