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AAATX vs FBATX
AAATX vs FBATX Comparison Chart
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AAATX vs. FBATX commentary
May 24, 2025
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 AAATX is a Hold and FBATX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX (3.84B) and FBATX (3.84B) have equal amount of cash in the bank . FBATX pays higher dividends than AAATX: FBATX (3.15) vs AAATX (2.91). AAATX was incepted earlier than FBATX: AAATX (18 years) vs FBATX (11 years). AAATX (0.61) is less costly to investors than FBATX (0.38). AAATX (8.00) and FBATX (8.00) have comparable annual turnover. AAATX (250) and FBATX (250) have matching initial minimum investment requirements. FBATX (7.26) and AAATX (6.98) have marching annual gain over last year. FBATX return over 5 years is better than : 23.24 vs. AAATX (22.04).
| AAATX | FBATX | AAATX / FBATX | |
| Total Expense Ratio | 0.61 | 0.38 | 161% |
| Annual Report Gross Expense Ratio | 0.61 | 0.38 | 161% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 3.621 | 3.720 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 3.84B | 100% |
| Annual Yield % from dividends | 2.91 | 3.15 | 92% |
| Returns for 1 year | 6.98 | 7.26 | 96% |
| Returns for 3 years | 12.58 | 13.24 | 95% |
| Returns for 5 years | 22.04 | 23.24 | 95% |
| Returns for 10 years | 30.06 | 31.59 | 95% |
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