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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart
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AIWEX vs. VGENX commentary
May 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 5.63B vs. AIWEX (108M). VGENX pays higher dividends than AIWEX: VGENX (3.33) vs AIWEX (1.19). AIWEX was incepted earlier than VGENX: AIWEX (11 years) vs VGENX (41 years). AIWEX (1.21) is less costly to investors than VGENX (0.44). 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 : 3.82 vs. VGENX (-8.23). AIWEX return over 5 years is better than : 181.44 vs. VGENX (45.07).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.93 | 0.44 | 211% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 0.566 | 6.147 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 5.63B | 2% |
| Annual Yield % from dividends | 1.19 | 3.33 | 36% |
| Returns for 1 year | 3.82 | -8.23 | -46% |
| Returns for 3 years | 31.52 | 5.63 | 560% |
| Returns for 5 years | 181.44 | 45.07 | 403% |
| Returns for 10 years | 71.82 | -18.20 | -395% |
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