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AIWEX vs FAGNX
AIWEX vs FAGNX Comparison Chart
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AIWEX vs. FAGNX commentary
Apr 25, 2025
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 AIWEX is a Buy and FAGNX is a Buy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 1.08B vs. AIWEX (99.5M). AIWEX pays higher dividends than FAGNX: AIWEX (1.13) vs FAGNX (0.77). AIWEX was incepted earlier than FAGNX: AIWEX (11 years) vs FAGNX (37 years). FAGNX (1.23) and AIWEX (1.21) have similar cost to investors . AIWEX is a more actively managed with annual turnover of: 161.00 vs. FAGNX (31.00). FAGNX has a lower initial minimum investment than AIWEX: FAGNX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : -5.07 vs. FAGNX (-18.06). FAGNX (188.80) and AIWEX (186.98) have equivalent 5 years return.
| AIWEX | FAGNX | AIWEX / FAGNX | |
| Total Expense Ratio | 0.93 | 1.23 | 76% |
| Annual Report Gross Expense Ratio | 1.21 | 1.23 | 98% |
| Fund Existence | 11 years | 37 years | - |
| Gain YTD | -7.728 | -7.728 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.5M | 1.08B | 9% |
| Annual Yield % from dividends | 1.13 | 0.77 | 148% |
| Returns for 1 year | -5.07 | -18.06 | 28% |
| Returns for 3 years | 18.35 | 11.22 | 164% |
| Returns for 5 years | 186.98 | 188.80 | 99% |
| Returns for 10 years | 55.94 | 20.52 | 273% |
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