AGGRX
Price
$10.82
Change
-$0.04 (-0.37%)
Updated
Jul 24 closing price
Net Assets
537.54M
ANWFX
Price
$72.48
Change
-$0.48 (-0.66%)
Updated
Jul 24 closing price
Net Assets
170.23B
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AGGRX vs ANWFX

AGGRX vs ANWFX Comparison Chart in %
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AGGRX vs. ANWFX 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 AGGRX is a Hold and ANWFX is a Hold.

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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 170B vs. AGGRX (538M). 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 : 3.93 vs. AGGRX (-4.40). ANWFX return over 5 years is better than : 11.63 vs. AGGRX (-25.44).
AGGRXANWFXAGGRX / ANWFX
Total Expense Ratio1.350.51265%
Annual Report Gross Expense Ratio1.350.51265%
Fund Existence27 years18 years-
Gain YTD3.8243.87299%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets538M170B0%
Annual Yield % from dividends0.001.15-
Returns for 1 year-4.403.93-112%
Returns for 3 years6.8134.0520%
Returns for 5 years-25.4411.63-219%
Returns for 10 years1.86106.972%
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