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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
Aug 03, 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 Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.3B vs. GWGIX (796M). 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 : 20.53 vs. VEXRX (14.58). GWGIX return over 5 years is better than : 19.40 vs. VEXRX (-10.11).
| 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 | 17.351 | 14.387 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 50000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 23.3B | 3% |
| Annual Yield % from dividends | 0.13 | 0.49 | 25% |
| Returns for 1 year | 20.53 | 14.58 | 141% |
| Returns for 3 years | 36.75 | 22.28 | 165% |
| Returns for 5 years | 19.40 | -10.11 | -192% |
| Returns for 10 years | 146.79 | 54.76 | 268% |
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