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AAATX vs FCFTX
AAATX vs FCFTX Comparison Chart
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AAATX vs. FCFTX commentary
May 01, 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 FCFTX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX has more cash in the bank: 3.8B vs. FCFTX (211M). AAATX pays higher dividends than FCFTX: AAATX (2.91) vs FCFTX (2.50). AAATX was incepted earlier than FCFTX: AAATX (18 years) vs FCFTX (22 years). FCFTX (0.98) is less costly to investors than AAATX (0.61). FCFTX is a more actively managed with annual turnover of: 14.00 vs. AAATX (8.00). AAATX initial investment is less costly to investors than FCFTX (4%) vs FCFTX (4%). FCFTX has a lower initial minimum investment than AAATX: FCFTX (0) vs AAATX (250). AAATX annual gain was more profitable for investors over the last year : 8.43 vs. FCFTX (7.94). AAATX return over 5 years is better than : 22.71 vs. FCFTX (5.60).
| AAATX | FCFTX | AAATX / FCFTX | |
| Total Expense Ratio | 0.61 | 0.98 | 62% |
| Annual Report Gross Expense Ratio | 0.61 | 0.98 | 62% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 2.845 | 2.751 | 103% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 211M | 1,801% |
| Annual Yield % from dividends | 2.91 | 2.50 | 117% |
| Returns for 1 year | 8.43 | 7.94 | 106% |
| Returns for 3 years | 11.45 | 7.24 | 158% |
| Returns for 5 years | 22.71 | 5.60 | 406% |
| Returns for 10 years | 28.47 | -3.50 | -814% |
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