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AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 6.02B vs. AIWEX (159M). VGENX pays higher dividends than AIWEX: VGENX (3.04) vs AIWEX (0.71). 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 : 26.29 vs. VGENX (-2.66). AIWEX return over 5 years is better than : 232.59 vs. VGENX (70.35).
| 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 | 24.896 | 17.616 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 6.02B | 3% |
| Annual Yield % from dividends | 0.71 | 3.04 | 23% |
| Returns for 1 year | 26.29 | -2.66 | -987% |
| Returns for 3 years | 52.98 | 16.64 | 318% |
| Returns for 5 years | 232.59 | 70.35 | 331% |
| Returns for 10 years | 140.72 | 6.76 | 2,081% |
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