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AAATX vs RBEAX
AAATX vs RBEAX Comparison Chart
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AAATX vs. RBEAX commentary
May 24, 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 RBEAX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX (3.84B) and RBEAX (3.84B) have equal amount of cash in the bank . AAATX pays higher dividends than RBEAX: AAATX (2.91) vs RBEAX (2.49). AAATX was incepted earlier than RBEAX: AAATX (18 years) vs RBEAX (11 years). RBEAX (1.09) is less costly to investors than AAATX (0.61). AAATX (8.00) and RBEAX (8.00) have comparable annual turnover. AAATX (250) and RBEAX (250) have matching initial minimum investment requirements. AAATX annual gain was more profitable for investors over the last year : 6.98 vs. RBEAX (6.52). AAATX return over 5 years is better than : 22.04 vs. RBEAX (19.57).
| AAATX | RBEAX | AAATX / RBEAX | |
| Total Expense Ratio | 0.61 | 1.09 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 3.621 | 3.509 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 3.84B | 100% |
| Annual Yield % from dividends | 2.91 | 2.49 | 117% |
| Returns for 1 year | 6.98 | 6.52 | 107% |
| Returns for 3 years | 12.58 | 11.23 | 112% |
| Returns for 5 years | 22.04 | 19.57 | 113% |
| Returns for 10 years | 30.06 | 25.08 | 120% |
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