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AAOTX vs SWQRX
AAOTX vs SWQRX Comparison Chart
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FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.23B vs. SWQRX (28.2M). SWQRX pays higher dividends than AAOTX: SWQRX (1.71) vs AAOTX (0.84). AAOTX was incepted earlier than SWQRX: AAOTX (5 years) vs SWQRX (4 years). SWQRX (1.29) is less costly to investors than AAOTX (0.74). SWQRX is a more actively managed with annual turnover of: 7.00 vs. AAOTX (4.00). SWQRX has a lower initial minimum investment than AAOTX: SWQRX (0) vs AAOTX (250). SWQRX annual gain was more profitable for investors over the last year : 6.86 vs. AAOTX (6.09).
| AAOTX | SWQRX | AAOTX / SWQRX | |
| Total Expense Ratio | 0.74 | 0.59 | 125% |
| Annual Report Gross Expense Ratio | 0.74 | 1.29 | 57% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -1.726 | -1.175 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 28.2M | 15,014% |
| Annual Yield % from dividends | 0.84 | 1.71 | 49% |
| Returns for 1 year | 6.09 | 6.86 | 89% |
| Returns for 3 years | 22.69 | 18.80 | 121% |
| Returns for 5 years | 55.80 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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