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AAOTX vs JAAKX
AAOTX vs JAAKX Comparison Chart in %
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AAOTX vs. JAAKX commentary
Jun 21, 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 JAAKX is a Sell.
FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.43B vs. JAAKX (110M). JAAKX pays higher dividends than AAOTX: JAAKX (1.64) vs AAOTX (0.79). AAOTX was incepted earlier than JAAKX: AAOTX (5 years) vs JAAKX (5 years). JAAKX (0.88) is less costly to investors than AAOTX (0.74). JAAKX is a more actively managed with annual turnover of: 41.00 vs. AAOTX (4.00). AAOTX has a lower initial minimum investment than JAAKX: AAOTX (250) vs JAAKX (1000000). AAOTX (9.34) and JAAKX (9.04) have marching annual gain over last year.
| AAOTX | JAAKX | AAOTX / JAAKX | |
| Total Expense Ratio | 0.74 | 0.32 | 231% |
| Annual Report Gross Expense Ratio | 0.74 | 0.88 | 84% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 6.272 | 5.327 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 110M | 4,024% |
| Annual Yield % from dividends | 0.79 | 1.64 | 48% |
| Returns for 1 year | 9.34 | 9.04 | 103% |
| Returns for 3 years | 44.16 | 42.91 | 103% |
| Returns for 5 years | 57.46 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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