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AAETX vs FVLSX
AAETX vs FVLSX Comparison Chart
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AAETX vs. FVLSX commentary
May 09, 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: 48.6B vs. FVLSX (73.9M). FVLSX pays higher dividends than AAETX: FVLSX (2.72) vs AAETX (2.02). 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: 27.00 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 : 6.96 vs. FVLSX (6.14). FVLSX return over 5 years is better than : 37.73 vs. AAETX (29.88).
| 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 | 2.035 | 2.458 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6B | 73.9M | 65,765% |
| Annual Yield % from dividends | 2.02 | 2.72 | 74% |
| Returns for 1 year | 6.96 | 6.14 | 114% |
| Returns for 3 years | 19.77 | 25.24 | 78% |
| Returns for 5 years | 29.88 | 37.73 | 79% |
| Returns for 10 years | 41.52 | N/A | - |
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