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AGGIX vs ANWFX
AGGIX vs ANWFX Comparison
Open Charts AGGIX vs ANWFX
AGGIX vs ANWFX Comparison Chart in %
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AGGIX vs. ANWFX commentary
Jul 09, 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 AGGIX is a Buy and ANWFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 172B vs. AGGIX (548M). ANWFX pays higher dividends than AGGIX: ANWFX (1.15) vs AGGIX (0.25). AGGIX was incepted earlier than ANWFX: AGGIX (26 years) vs ANWFX (18 years). AGGIX (0.90) is less costly to investors than ANWFX (0.51). AGGIX is a more actively managed with annual turnover of: 68.00 vs. ANWFX (23.00). ANWFX has a lower initial minimum investment than AGGIX: ANWFX (250) vs AGGIX (5000000). ANWFX annual gain was more profitable for investors over the last year : 8.46 vs. AGGIX (-0.37). ANWFX return over 5 years is better than : 14.94 vs. AGGIX (-19.32).
| AGGIX | ANWFX | AGGIX / ANWFX | |
| Total Expense Ratio | 0.90 | 0.51 | 176% |
| Annual Report Gross Expense Ratio | 0.90 | 0.51 | 176% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 4.778 | 5.908 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 172B | 0% |
| Annual Yield % from dividends | 0.25 | 1.15 | 22% |
| Returns for 1 year | -0.37 | 8.46 | -4% |
| Returns for 3 years | 16.36 | 41.30 | 40% |
| Returns for 5 years | -19.32 | 14.94 | -129% |
| Returns for 10 years | 18.57 | 116.47 | 16% |
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