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AGOZX vs VEXRX
AGOZX vs VEXRX Comparison
Open Charts AGOZX vs VEXRX
AGOZX vs VEXRX Comparison Chart in %
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AGOZX vs. VEXRX commentary
Jun 30, 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 AGOZX is a StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. AGOZX (885M). VEXRX pays higher dividends than AGOZX: VEXRX (0.49) vs AGOZX (0.00). AGOZX was incepted earlier than VEXRX: AGOZX (16 years) vs VEXRX (25 years). AGOZX (0.88) is less costly to investors than VEXRX (0.28). AGOZX is a more actively managed with annual turnover of: 88.45 vs. VEXRX (51.00). VEXRX has a lower initial minimum investment than AGOZX: VEXRX (50000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 33.57 vs. VEXRX (19.38). VEXRX return over 5 years is better than : -6.61 vs. AGOZX (-20.99).
| AGOZX | VEXRX | AGOZX / VEXRX | |
| Total Expense Ratio | 0.88 | 0.28 | 314% |
| Annual Report Gross Expense Ratio | 0.88 | 0.28 | 314% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.967 | 17.912 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 22.4B | 4% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 33.57 | 19.38 | 173% |
| Returns for 3 years | 51.63 | 29.76 | 173% |
| Returns for 5 years | -20.99 | -6.61 | 318% |
| Returns for 10 years | 139.48 | 65.74 | 212% |
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