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AAOTX vs FAXEX
AAOTX vs FAXEX Comparison Chart
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AAOTX vs. FAXEX 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 AAOTX is a Hold and FAXEX is a Hold.
FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.23B vs. FAXEX (322M). 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 : 6.33 vs. FAXEX (6.00). AAOTX return over 5 years is better than : 57.65 vs. FAXEX (50.51).
| 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 | -1.266 | -0.153 | 827% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 322M | 1,315% |
| Annual Yield % from dividends | 0.84 | 1.21 | 70% |
| Returns for 1 year | 6.33 | 6.00 | 105% |
| Returns for 3 years | 23.27 | 21.01 | 111% |
| Returns for 5 years | 57.65 | 50.51 | 114% |
| Returns for 10 years | N/A | N/A | - |
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