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AAOTX vs FBMTX
AAOTX vs FBMTX Comparison Chart
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AAOTX vs. FBMTX 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 FBMTX is a Hold.
FUNDAMENTALS
Fundamentals
AAOTX (4.23B) and FBMTX (4.23B) have equal amount of cash in the bank . FBMTX pays higher dividends than AAOTX: FBMTX (1.06) vs AAOTX (0.84). AAOTX was incepted earlier than FBMTX: AAOTX (5 years) vs FBMTX (5 years). AAOTX (0.74) is less costly to investors than FBMTX (0.48). AAOTX (4.00) and FBMTX (4.00) have comparable annual turnover. AAOTX (250) and FBMTX (250) have matching initial minimum investment requirements. FBMTX (6.58) and AAOTX (6.33) have marching annual gain over last year. FBMTX (59.67) and AAOTX (57.65) have equivalent 5 years return.
| AAOTX | FBMTX | AAOTX / FBMTX | |
| Total Expense Ratio | 0.74 | 0.48 | 154% |
| Annual Report Gross Expense Ratio | 0.74 | 0.48 | 154% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -1.266 | -1.202 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 4.23B | 100% |
| Annual Yield % from dividends | 0.84 | 1.06 | 79% |
| Returns for 1 year | 6.33 | 6.58 | 96% |
| Returns for 3 years | 23.27 | 24.07 | 97% |
| Returns for 5 years | 57.65 | 59.67 | 97% |
| Returns for 10 years | N/A | N/A | - |