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GWGIX vs VEXRX
GWGIX vs VEXRX Comparison
Open Charts GWGIX vs VEXRX
GWGIX vs VEXRX Comparison Chart in %
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GWGIX vs. VEXRX commentary
Jun 24, 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 GWGIX is a Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. GWGIX (813M). VEXRX pays higher dividends than GWGIX: VEXRX (0.49) vs GWGIX (0.13). GWGIX was incepted earlier than VEXRX: GWGIX (11 years) vs VEXRX (25 years). GWGIX (0.87) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. GWGIX (28.00). VEXRX has a lower initial minimum investment than GWGIX: VEXRX (50000) vs GWGIX (100000). GWGIX annual gain was more profitable for investors over the last year : 26.82 vs. VEXRX (21.82). GWGIX return over 5 years is better than : 23.17 vs. VEXRX (-6.64).
| GWGIX | VEXRX | GWGIX / VEXRX | |
| Total Expense Ratio | 0.87 | 0.28 | 311% |
| Annual Report Gross Expense Ratio | 0.87 | 0.28 | 311% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 17.299 | 18.165 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 22.4B | 4% |
| Annual Yield % from dividends | 0.13 | 0.49 | 26% |
| Returns for 1 year | 26.82 | 21.82 | 123% |
| Returns for 3 years | 47.15 | 35.32 | 134% |
| Returns for 5 years | 23.17 | -6.64 | -349% |
| Returns for 10 years | 160.50 | 71.14 | 226% |
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