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AAMTX vs FBJTX
AAMTX vs FBJTX Comparison Chart
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AAMTX vs. FBJTX commentary
Apr 30, 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 AAMTX is a Hold and FBJTX is a Hold.
FUNDAMENTALS
Fundamentals
AAMTX (24.2B) and FBJTX (24.1B) have equal amount of cash in the bank . FBJTX pays higher dividends than AAMTX: FBJTX (1.17) vs AAMTX (0.93). AAMTX was incepted earlier than FBJTX: AAMTX (15 years) vs FBJTX (11 years). AAMTX (0.73) is less costly to investors than FBJTX (0.48). AAMTX (5.00) and FBJTX (5.00) have comparable annual turnover. AAMTX (250) and FBJTX (250) have matching initial minimum investment requirements. FBJTX (5.90) and AAMTX (5.78) have marching annual gain over last year. AAMTX (43.72) and FBJTX (43.21) have equivalent 5 years return.
| AAMTX | FBJTX | AAMTX / FBJTX | |
| Total Expense Ratio | 0.73 | 0.48 | 152% |
| Annual Report Gross Expense Ratio | 0.73 | 0.48 | 152% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -1.149 | -1.493 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 24.1B | 100% |
| Annual Yield % from dividends | 0.93 | 1.17 | 80% |
| Returns for 1 year | 5.78 | 5.90 | 98% |
| Returns for 3 years | 18.49 | 18.64 | 99% |
| Returns for 5 years | 43.72 | 43.21 | 101% |
| Returns for 10 years | 62.66 | 63.31 | 99% |
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