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AIWEX vs VGENX
AIWEX vs VGENX Comparison
Open Charts AIWEX vs VGENX
AIWEX vs VGENX Comparison Chart in %
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AIWEX vs. VGENX commentary
Sep 05, 2026
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 Hold and VGENX is a Buy.
FUNDAMENTALS
Fundamentals
VGENX has more cash in the bank: 7.38B vs. AIWEX (361M). VGENX pays higher dividends than AIWEX: VGENX (2.64) vs AIWEX (0.88). AIWEX was incepted earlier than VGENX: AIWEX (13 years) vs VGENX (42 years). AIWEX (1.19) is less costly to investors than VGENX (0.45). AIWEX is a more actively managed with annual turnover of: 175.00 vs. VGENX (19.00). 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 : 42.44 vs. VGENX (25.95). AIWEX return over 5 years is better than : 186.91 vs. VGENX (65.99).
| AIWEX | VGENX | AIWEX / VGENX | |
| Total Expense Ratio | 0.91 | 0.45 | 202% |
| Annual Report Gross Expense Ratio | 1.19 | 0.45 | 264% |
| Fund Existence | 13 years | 42 years | - |
| Gain YTD | 35.299 | 22.623 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 7.38B | 5% |
| Annual Yield % from dividends | 0.88 | 2.64 | 33% |
| Returns for 1 year | 42.44 | 25.95 | 164% |
| Returns for 3 years | 77.46 | 25.15 | 308% |
| Returns for 5 years | 186.91 | 65.99 | 283% |
| Returns for 10 years | 215.70 | 21.21 | 1,017% |
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