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AAATX vs RHATX
AAATX vs RHATX Comparison Chart
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AAATX vs. RHATX 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 RHATX is a Hold.
FUNDAMENTALS
Fundamentals
AAATX (3.84B) and RHATX (3.84B) have equal amount of cash in the bank . RHATX pays higher dividends than AAATX: RHATX (3.09) vs AAATX (2.91). AAATX was incepted earlier than RHATX: AAATX (18 years) vs RHATX (10 years). AAATX (0.61) is less costly to investors than RHATX (0.43). AAATX (8.00) and RHATX (8.00) have comparable annual turnover. AAATX (250) and RHATX (250) have matching initial minimum investment requirements. RHATX (7.20) and AAATX (6.98) have marching annual gain over last year. RHATX (22.93) and AAATX (22.04) have equivalent 5 years return.
| AAATX | RHATX | AAATX / RHATX | |
| Total Expense Ratio | 0.61 | 0.43 | 142% |
| Annual Report Gross Expense Ratio | 0.61 | 0.43 | 142% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.621 | 3.726 | 97% |
| 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 | 3.09 | 94% |
| Returns for 1 year | 6.98 | 7.20 | 97% |
| Returns for 3 years | 12.58 | 13.06 | 96% |
| Returns for 5 years | 22.04 | 22.93 | 96% |
| Returns for 10 years | 30.06 | N/A | - |
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