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AAATX vs FRQAX
AAATX vs FRQAX Comparison Chart in %
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AAATX vs. FRQAX 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 FRQAX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX has more cash in the bank: 3.91B vs. FRQAX (7.35M). AAATX pays higher dividends than FRQAX: AAATX (2.86) vs FRQAX (2.64). AAATX was incepted earlier than FRQAX: AAATX (18 years) vs FRQAX (18 years). FRQAX (0.70) is less costly to investors than AAATX (0.61). FRQAX is a more actively managed with annual turnover of: 25.00 vs. AAATX (8.00). AAATX (6%) and FRQAX (6%) have equivalent initial investment costs. FRQAX has a lower initial minimum investment than AAATX: FRQAX (0) vs AAATX (250). AAATX annual gain was more profitable for investors over the last year : 8.95 vs. FRQAX (7.10). AAATX return over 5 years is better than : 23.40 vs. FRQAX (8.40).
| AAATX | FRQAX | AAATX / FRQAX | |
| Total Expense Ratio | 0.61 | 0.70 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 6.897 | 5.208 | 132% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 7.35M | 53,199% |
| Annual Yield % from dividends | 2.86 | 2.64 | 108% |
| Returns for 1 year | 8.95 | 7.10 | 126% |
| Returns for 3 years | 19.59 | 14.85 | 132% |
| Returns for 5 years | 23.40 | 8.40 | 278% |
| Returns for 10 years | 36.37 | 6.55 | 555% |
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