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AGGWX vs IOGYX
AGGWX vs IOGYX Comparison
Open Charts AGGWX vs IOGYX
AGGWX vs IOGYX Comparison Chart in %
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AGGWX vs. IOGYX commentary
Jun 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 AGGWX is a Hold and IOGYX is a Hold.
FUNDAMENTALS
Fundamentals
IOGYX has more cash in the bank: 3.56B vs. AGGWX (1.51B). IOGYX pays higher dividends than AGGWX: IOGYX (0.59) vs AGGWX (0.44). AGGWX was incepted earlier than IOGYX: AGGWX (19 years) vs IOGYX (7 years). AGGWX (1.16) is less costly to investors than IOGYX (0.73). IOGYX is a more actively managed with annual turnover of: 47.00 vs. AGGWX (20.00). AGGWX has a lower initial minimum investment than IOGYX: AGGWX (2500) vs IOGYX (1000000). AGGWX (50.06) and IOGYX (48.30) have marching annual gain over last year. AGGWX return over 5 years is better than : 133.85 vs. IOGYX (112.51).
| AGGWX | IOGYX | AGGWX / IOGYX | |
| Total Expense Ratio | 1.16 | 0.73 | 159% |
| Annual Report Gross Expense Ratio | 1.16 | 0.73 | 159% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | -9.467 | -7.260 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 3.56B | 42% |
| Annual Yield % from dividends | 0.44 | 0.59 | 75% |
| Returns for 1 year | 50.06 | 48.30 | 104% |
| Returns for 3 years | 181.84 | 150.40 | 121% |
| Returns for 5 years | 133.85 | 112.51 | 119% |
| Returns for 10 years | 189.94 | N/A | - |
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