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AAOTX vs RFVTX
AAOTX vs RFVTX Comparison Chart
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AAOTX vs. RFVTX 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 RFVTX is a Hold.
FUNDAMENTALS
Fundamentals
AAOTX (4.23B) and RFVTX (4.23B) have equal amount of cash in the bank . RFVTX pays higher dividends than AAOTX: RFVTX (1.14) vs AAOTX (0.84). AAOTX was incepted earlier than RFVTX: AAOTX (5 years) vs RFVTX (5 years). AAOTX (0.74) is less costly to investors than RFVTX (0.39). AAOTX (4.00) and RFVTX (4.00) have comparable annual turnover. AAOTX (250) and RFVTX (250) have matching initial minimum investment requirements. RFVTX annual gain was more profitable for investors over the last year : 6.71 vs. AAOTX (6.33). RFVTX return over 5 years is better than : 61.49 vs. AAOTX (57.65).
| AAOTX | RFVTX | AAOTX / RFVTX | |
| Total Expense Ratio | 0.74 | 0.39 | 190% |
| Annual Report Gross Expense Ratio | 0.74 | 0.39 | 190% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -1.266 | -1.144 | 111% |
| 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 | 1.14 | 74% |
| Returns for 1 year | 6.33 | 6.71 | 94% |
| Returns for 3 years | 23.27 | 25.33 | 92% |
| Returns for 5 years | 57.65 | 61.49 | 94% |
| Returns for 10 years | N/A | N/A | - |
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