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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX 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 VGENX is a Hold.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.95B vs. AIWEX (148M). VGENX pays higher dividends than AIWEX: VGENX (3.10) vs AIWEX (0.94). AIWEX was incepted earlier than VGENX: AIWEX (12 years) vs VGENX (41 years). AIWEX (1.21) is less costly to investors than VGENX (0.45). AIWEX is a more actively managed with annual turnover of: 161.00 vs. VGENX (36.00). AIWEX has a lower initial minimum investment than VGENX: AIWEX (1000) vs VGENX (3000). AIWEX annual gain was more profitable for investors over the last year : 32.75 vs. VGENX (-2.73). AIWEX return over 5 years is better than : 225.44 vs. VGENX (59.35).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.93 | 0.45 | 207% |
| Annual Report Gross Expense Ratio | 1.21 | 0.45 | 269% |
| Fund Existence | 12 years | 41 years | - |
| Gain YTD | 18.342 | 13.182 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 5.95B | 2% |
| Annual Yield % from dividends | 0.94 | 3.10 | 30% |
| Returns for 1 year | 32.75 | -2.73 | -1,200% |
| Returns for 3 years | 43.38 | 6.86 | 632% |
| Returns for 5 years | 225.44 | 59.35 | 380% |
| Returns for 10 years | 144.43 | 13.75 | 1,050% |
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