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AAOTX vs FAXEX
AAOTX vs FAXEX Comparison Chart in %
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AAOTX vs. FAXEX commentary
Sep 10, 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: 5.25B vs. FAXEX (444M). FAXEX pays higher dividends than AAOTX: FAXEX (1.06) vs AAOTX (0.73). AAOTX was incepted earlier than FAXEX: AAOTX (5 years) vs FAXEX (6 years). FAXEX (0.97) is less costly to investors than AAOTX (0.74). FAXEX is a more actively managed with annual turnover of: 16.00 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 : 18.08 vs. FAXEX (16.59). AAOTX return over 5 years is better than : 60.67 vs. FAXEX (49.84).
| AAOTX | FAXEX | AAOTX / FAXEX | |
| Total Expense Ratio | 0.74 | 0.97 | 76% |
| Annual Report Gross Expense Ratio | 0.74 | 0.97 | 76% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 14.902 | 14.855 | 100% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 444M | 1,183% |
| Annual Yield % from dividends | 0.73 | 1.06 | 69% |
| Returns for 1 year | 18.08 | 16.59 | 109% |
| Returns for 3 years | 47.61 | 48.86 | 97% |
| Returns for 5 years | 60.67 | 49.84 | 122% |
| Returns for 10 years | N/A | N/A | - |
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