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AAATX vs FRQAX
AAATX vs FRQAX Comparison Chart
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AAATX vs. FRQAX 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 FRQAX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX has more cash in the bank: 3.8B vs. FRQAX (5.91M). AAATX pays higher dividends than FRQAX: AAATX (2.91) vs FRQAX (2.68). 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 : 8.43 vs. FRQAX (7.81). AAATX return over 5 years is better than : 22.71 vs. FRQAX (9.59).
| 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 | 2.845 | 2.706 | 105% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 5.91M | 64,282% |
| Annual Yield % from dividends | 2.91 | 2.68 | 108% |
| Returns for 1 year | 8.43 | 7.81 | 108% |
| Returns for 3 years | 11.45 | 8.47 | 135% |
| Returns for 5 years | 22.71 | 9.59 | 237% |
| Returns for 10 years | 28.47 | 3.03 | 938% |
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