Interact to see
Advertisement
Advertisement
AAOTX vs FAXEX
AAOTX vs FAXEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AAOTX vs. FAXEX commentary
May 26, 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 AAOTX is a Hold and FAXEX is a Hold.
FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.43B vs. FAXEX (335M). FAXEX pays higher dividends than AAOTX: FAXEX (1.21) vs AAOTX (0.84). AAOTX was incepted earlier than FAXEX: AAOTX (5 years) vs FAXEX (6 years). FAXEX (1.00) is less costly to investors than AAOTX (0.74). FAXEX is a more actively managed with annual turnover of: 36.00 vs. AAOTX (4.00). AAOTX initial investment is less costly to investors than FAXEX (4%) vs FAXEX (4%). FAXEX has a lower initial minimum investment than AAOTX: FAXEX (0) vs AAOTX (250). AAOTX annual gain was more profitable for investors over the last year : 8.55 vs. FAXEX (7.63). AAOTX return over 5 years is better than : 61.68 vs. FAXEX (55.11).
| AAOTX | FAXEX | AAOTX / FAXEX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.74 | 1.00 | 74% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 3.337 | 3.905 | 85% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 335M | 1,321% |
| Annual Yield % from dividends | 0.84 | 1.21 | 69% |
| Returns for 1 year | 8.55 | 7.63 | 112% |
| Returns for 3 years | 33.63 | 33.53 | 100% |
| Returns for 5 years | 61.68 | 55.11 | 112% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement