Interact to see
Advertisement
Advertisement
AAATX vs FCIFX
AAATX vs FCIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAATX vs. FCIFX commentary
Jun 30, 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 FCIFX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX has more cash in the bank: 3.91B vs. FCIFX (212M). AAATX pays higher dividends than FCIFX: AAATX (2.86) vs FCIFX (2.70). AAATX was incepted earlier than FCIFX: AAATX (18 years) vs FCIFX (22 years). AAATX (0.61) is less costly to investors than FCIFX (0.46). FCIFX is a more actively managed with annual turnover of: 16.00 vs. AAATX (8.00). FCIFX has a lower initial minimum investment than AAATX: FCIFX (0) vs AAATX (250). AAATX annual gain was more profitable for investors over the last year : 8.95 vs. FCIFX (7.01). AAATX return over 5 years is better than : 23.40 vs. FCIFX (8.41).
| AAATX | FCIFX | AAATX / FCIFX | |
| Total Expense Ratio | 0.61 | 0.46 | 133% |
| Annual Report Gross Expense Ratio | 0.61 | 0.46 | 133% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 6.897 | 5.004 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 212M | 1,843% |
| Annual Yield % from dividends | 2.86 | 2.70 | 106% |
| Returns for 1 year | 8.95 | 7.01 | 128% |
| Returns for 3 years | 19.59 | 19.63 | 100% |
| Returns for 5 years | 23.40 | 8.41 | 278% |
| Returns for 10 years | 36.37 | 6.88 | 529% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GMAZX | 16.20 | 0.14 | +0.87% |
| GMO International Opportunistic Val IV | |||
| FTXAX | 43.78 | 0.37 | +0.85% |
| FullerThaler Behavioral Sm-Cp Gr A | |||
| SBACX | 29.25 | 0.12 | +0.43% |
| Touchstone Balanced C | |||
| CBFFX | 39.48 | 0.13 | +0.33% |
| American Funds Global Balanced 529F1 | |||
| TCAGX | 8.83 | -0.03 | -0.34% |
| Timothy Plan Small/Mid Cap Growth Cl C | |||