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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: 4.43B vs. SWQRX (31.4M). SWQRX pays higher dividends than AAOTX: SWQRX (1.62) vs AAOTX (0.79). AAOTX was incepted earlier than SWQRX: AAOTX (5 years) vs SWQRX (4 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 (10.28) and SWQRX (9.81) have marching annual gain over last year.
| 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 | 4 years | - |
| Gain YTD | 6.559 | 6.239 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 31.4M | 14,096% |
| Annual Yield % from dividends | 0.79 | 1.62 | 49% |
| Returns for 1 year | 10.28 | 9.81 | 105% |
| Returns for 3 years | 45.22 | 40.01 | 113% |
| Returns for 5 years | 61.09 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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