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AGGRX vs ANWFX
AGGRX vs ANWFX Comparison
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AGGRX vs ANWFX Comparison Chart in %
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AGGRX vs. ANWFX commentary
Jun 14, 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 AGGRX is a Hold and ANWFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 172B vs. AGGRX (550M). ANWFX pays higher dividends than AGGRX: ANWFX (1.15) vs AGGRX (0.00). AGGRX was incepted earlier than ANWFX: AGGRX (27 years) vs ANWFX (18 years). AGGRX (1.35) is less costly to investors than ANWFX (0.51). AGGRX is a more actively managed with annual turnover of: 68.00 vs. ANWFX (23.00). ANWFX has a lower initial minimum investment than AGGRX: ANWFX (250) vs AGGRX (2500). ANWFX annual gain was more profitable for investors over the last year : 9.75 vs. AGGRX (-0.37). ANWFX return over 5 years is better than : 15.80 vs. AGGRX (-24.63).
| AGGRX | ANWFX | AGGRX / ANWFX | |
| Total Expense Ratio | 1.35 | 0.51 | 265% |
| Annual Report Gross Expense Ratio | 1.35 | 0.51 | 265% |
| Fund Existence | 27 years | 18 years | - |
| Gain YTD | 4.015 | 4.983 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -0.37 | 9.75 | -4% |
| Returns for 3 years | 10.59 | 39.40 | 27% |
| Returns for 5 years | -24.63 | 15.80 | -156% |
| Returns for 10 years | 5.79 | 119.25 | 5% |
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