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GWGZX vs VEXRX
GWGZX vs VEXRX Comparison
Open Charts GWGZX vs VEXRX
GWGZX vs VEXRX Comparison Chart in %
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GWGZX 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 GWGZX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.3B vs. GWGZX (796M). VEXRX pays higher dividends than GWGZX: VEXRX (0.49) vs GWGZX (0.17). GWGZX was incepted earlier than VEXRX: GWGZX (9 years) vs VEXRX (25 years). GWGZX (0.82) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. GWGZX (28.00). VEXRX has a lower initial minimum investment than GWGZX: VEXRX (50000) vs GWGZX (5000000). GWGZX annual gain was more profitable for investors over the last year : 20.66 vs. VEXRX (14.58). GWGZX return over 5 years is better than : 19.71 vs. VEXRX (-10.11).
| GWGZX | VEXRX | GWGZX / VEXRX | |
| Total Expense Ratio | 0.82 | 0.28 | 293% |
| Annual Report Gross Expense Ratio | 0.82 | 0.28 | 293% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 17.366 | 14.387 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 50000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 23.3B | 3% |
| Annual Yield % from dividends | 0.17 | 0.49 | 34% |
| Returns for 1 year | 20.66 | 14.58 | 142% |
| Returns for 3 years | 37.00 | 22.28 | 166% |
| Returns for 5 years | 19.71 | -10.11 | -195% |
| Returns for 10 years | N/A | 54.76 | - |
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