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AAOTX vs SWQRX
AAOTX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 5.25B vs. SWQRX (36.2M). SWQRX pays higher dividends than AAOTX: SWQRX (1.49) vs AAOTX (0.73). AAOTX was incepted earlier than SWQRX: AAOTX (5 years) vs SWQRX (5 years). SWQRX (0.92) 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). AAOTX annual gain was more profitable for investors over the last year : 16.79 vs. SWQRX (15.65).
| AAOTX | SWQRX | AAOTX / SWQRX | |
| Total Expense Ratio | 0.74 | 0.58 | 128% |
| Annual Report Gross Expense Ratio | 0.74 | 0.92 | 80% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.384 | 14.467 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 36.2M | 14,508% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 16.79 | 15.65 | 107% |
| Returns for 3 years | 52.37 | 48.81 | 107% |
| Returns for 5 years | 57.12 | N/A | - |
| Returns for 10 years | N/A | N/A | - |