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AAATX vs REATX
AAATX vs REATX Comparison Chart
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AAATX vs. REATX commentary
Apr 27, 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 REATX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX (3.81B) and REATX (3.81B) have equal amount of cash in the bank . REATX pays higher dividends than AAATX: REATX (3.17) vs AAATX (2.91). AAATX was incepted earlier than REATX: AAATX (18 years) vs REATX (18 years). AAATX (0.61) is less costly to investors than REATX (0.34). AAATX (250) and REATX (250) have matching initial minimum investment requirements. REATX annual gain was more profitable for investors over the last year : 7.84 vs. AAATX (7.42). REATX return over 5 years is better than : 23.54 vs. AAATX (22.00).
| AAATX | REATX | AAATX / REATX | |
| Total Expense Ratio | 0.61 | 0.34 | 179% |
| Annual Report Gross Expense Ratio | 0.61 | 0.34 | 179% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 2.155 | 2.312 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 3.81B | 100% |
| Annual Yield % from dividends | 2.91 | 3.17 | 92% |
| Returns for 1 year | 7.42 | 7.84 | 95% |
| Returns for 3 years | 9.93 | 10.84 | 92% |
| Returns for 5 years | 22.00 | 23.54 | 93% |
| Returns for 10 years | 27.01 | 29.34 | 92% |
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