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AAETX vs FVLSX
AAETX vs FVLSX Comparison Chart
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AAETX vs. FVLSX commentary
Jun 08, 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: 49.8B vs. FVLSX (74.7M). FVLSX pays higher dividends than AAETX: FVLSX (2.70) vs AAETX (1.96). 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 : 8.86 vs. FVLSX (6.48). FVLSX return over 5 years is better than : 30.68 vs. AAETX (26.05).
| 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 | 5.581 | 4.828 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8B | 74.7M | 66,667% |
| Annual Yield % from dividends | 1.96 | 2.70 | 73% |
| Returns for 1 year | 8.86 | 6.48 | 137% |
| Returns for 3 years | 19.20 | 22.45 | 86% |
| Returns for 5 years | 26.05 | 30.68 | 85% |
| Returns for 10 years | 48.34 | N/A | - |
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