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AIWEX vs VGELX
AIWEX vs VGELX Comparison Chart in %
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AIWEX vs. VGELX commentary
Sep 15, 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 VGELX is a Hold.
FUNDAMENTALS
Fundamentals
VGELX has more cash in the bank: 5.95B vs. AIWEX (148M). VGELX pays higher dividends than AIWEX: VGELX (3.17) vs AIWEX (0.94). AIWEX was incepted earlier than VGELX: AIWEX (12 years) vs VGELX (24 years). AIWEX (1.21) is less costly to investors than VGELX (0.37). AIWEX is a more actively managed with annual turnover of: 161.00 vs. VGELX (36.00). AIWEX has a lower initial minimum investment than VGELX: AIWEX (1000) vs VGELX (50000). AIWEX annual gain was more profitable for investors over the last year : 32.75 vs. VGELX (0.61). AIWEX return over 5 years is better than : 225.44 vs. VGELX (64.54).
| AIWEX | VGELX | AIWEX / VGELX | |
| Total Expense Ratio | 0.93 | 0.37 | 251% |
| Annual Report Gross Expense Ratio | 1.21 | 0.37 | 327% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 18.342 | 13.148 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 5.95B | 2% |
| Annual Yield % from dividends | 0.94 | 3.17 | 30% |
| Returns for 1 year | 32.75 | 0.61 | 5,387% |
| Returns for 3 years | 43.38 | 10.32 | 420% |
| Returns for 5 years | 225.44 | 64.54 | 349% |
| Returns for 10 years | 144.43 | 17.47 | 827% |
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