AVERX
Price
$70.21
Change
+$0.50 (+0.72%)
Updated
Sep 3 closing price
Net Assets
138.17M
VEMPX
Price
$453.81
Change
+$5.72 (+1.28%)
Updated
Sep 3 closing price
Net Assets
93.63B
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AVERX vs VEMPX

AVERX vs VEMPX Comparison Chart in %
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AVERX vs. VEMPX 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 AVERX is a Hold and VEMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.6B vs. AVERX (138M). VEMPX pays higher dividends than AVERX: VEMPX (1.02) vs AVERX (0.32). AVERX was incepted earlier than VEMPX: AVERX (43 years) vs VEMPX (16 years). AVERX (1.13) is less costly to investors than VEMPX (0.04). AVERX is a more actively managed with annual turnover of: 57.00 vs. VEMPX (12.00). AVERX has a lower initial minimum investment than VEMPX: AVERX (2500) vs VEMPX (100000000). AVERX annual gain was more profitable for investors over the last year : 27.63 vs. VEMPX (17.50). AVERX return over 5 years is better than : 81.32 vs. VEMPX (26.37).
AVERXVEMPXAVERX / VEMPX
Total Expense Ratio1.050.043,000%
Annual Report Gross Expense Ratio1.130.043,229%
Fund Existence43 years16 years-
Gain YTD24.70414.660169%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138M93.6B0%
Annual Yield % from dividends0.321.0232%
Returns for 1 year27.6317.50158%
Returns for 3 years45.2558.3578%
Returns for 5 years81.3226.37308%
Returns for 10 years200.42170.61117%
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