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AAOTX vs JSBQX
AAOTX vs JSBQX Comparison Chart
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FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.43B vs. JSBQX (73.4M). JSBQX pays higher dividends than AAOTX: JSBQX (1.42) vs AAOTX (0.84). AAOTX was incepted earlier than JSBQX: AAOTX (5 years) vs JSBQX (3 years). JSBQX (3.24) is less costly to investors than AAOTX (0.74). JSBQX is a more actively managed with annual turnover of: 13.00 vs. AAOTX (4.00). JSBQX has a lower initial minimum investment than AAOTX: JSBQX (0) vs AAOTX (250). JSBQX annual gain was more profitable for investors over the last year : 9.41 vs. AAOTX (8.14).
| AAOTX | JSBQX | AAOTX / JSBQX | |
| Total Expense Ratio | 0.74 | 0.42 | 176% |
| Annual Report Gross Expense Ratio | 0.74 | 3.24 | 23% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 3.625 | 3.593 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 73.4M | 6,030% |
| Annual Yield % from dividends | 0.84 | 1.42 | 59% |
| Returns for 1 year | 8.14 | 9.41 | 86% |
| Returns for 3 years | 32.84 | N/A | - |
| Returns for 5 years | 62.13 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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