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AAETX vs FVLSX
AAETX vs FVLSX Comparison Chart in %
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AAETX vs. FVLSX commentary
Jul 19, 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 AAETX is a Hold and FVLSX is a Hold.
FUNDAMENTALS
Fundamentals
AAETX has more cash in the bank: 50.8B vs. FVLSX (74.4M). FVLSX pays higher dividends than AAETX: FVLSX (2.61) vs AAETX (1.89). AAETX was incepted earlier than FVLSX: AAETX (18 years) vs FVLSX (8 years). AAETX (0.66) is less costly to investors than FVLSX (0.00). FVLSX is a more actively managed with annual turnover of: 35.00 vs. AAETX (7.00). FVLSX has a lower initial minimum investment than AAETX: FVLSX (0) vs AAETX (250). AAETX annual gain was more profitable for investors over the last year : 9.46 vs. FVLSX (7.10). FVLSX return over 5 years is better than : 32.19 vs. AAETX (27.86).
| AAETX | FVLSX | AAETX / FVLSX | |
| Total Expense Ratio | 0.66 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.66 | 0.00 | - |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 8.779 | 7.911 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8B | 74.4M | 68,280% |
| Annual Yield % from dividends | 1.89 | 2.61 | 72% |
| Returns for 1 year | 9.46 | 7.10 | 133% |
| Returns for 3 years | 30.85 | 34.84 | 89% |
| Returns for 5 years | 27.86 | 32.19 | 87% |
| Returns for 10 years | 50.87 | N/A | - |
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