Interact to see
Advertisement
Advertisement
AAATX vs FRQAX
AAATX vs FRQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAATX vs. FRQAX commentary
Sep 08, 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: 3.94B vs. FRQAX (7.36M). AAATX pays higher dividends than FRQAX: AAATX (2.74) vs FRQAX (2.57). AAATX was incepted earlier than FRQAX: AAATX (19 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 : 7.54 vs. FRQAX (6.45). AAATX return over 5 years is better than : 21.01 vs. FRQAX (6.62).
| AAATX | FRQAX | AAATX / FRQAX | |
| Total Expense Ratio | 0.61 | 0.70 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.70 | 87% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 9.741 | 7.586 | 128% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 7.36M | 53,542% |
| Annual Yield % from dividends | 2.74 | 2.57 | 106% |
| Returns for 1 year | 7.54 | 6.45 | 117% |
| Returns for 3 years | 23.21 | 18.35 | 127% |
| Returns for 5 years | 21.01 | 6.62 | 318% |
| Returns for 10 years | 43.33 | 12.24 | 354% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement