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AIWEX vs FAGNX
AIWEX vs FAGNX Comparison Chart in %
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AIWEX vs. FAGNX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 931M vs. AIWEX (126M). AIWEX pays higher dividends than FAGNX: AIWEX (0.96) vs FAGNX (0.80). AIWEX was incepted earlier than FAGNX: AIWEX (11 years) vs FAGNX (38 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 : 16.81 vs. FAGNX (-4.86). AIWEX return over 5 years is better than : 206.65 vs. FAGNX (191.44).
| 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 | 38 years | - |
| Gain YTD | 13.833 | 3.211 | 431% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 931M | 14% |
| Annual Yield % from dividends | 0.96 | 0.80 | 120% |
| Returns for 1 year | 16.81 | -4.86 | -346% |
| Returns for 3 years | 54.05 | 29.74 | 182% |
| Returns for 5 years | 206.65 | 191.44 | 108% |
| Returns for 10 years | 112.27 | 51.57 | 218% |