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AAWEX vs FAGNX
AAWEX vs FAGNX Comparison Chart
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AAWEX vs. FAGNX commentary
May 15, 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 AAWEX is a Buy and FAGNX is a Buy.
FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 892M vs. AAWEX (113M). AAWEX pays higher dividends than FAGNX: AAWEX (1.00) vs FAGNX (0.88). AAWEX was incepted earlier than FAGNX: AAWEX (11 years) vs FAGNX (37 years). AAWEX (1.31) is less costly to investors than FAGNX (1.23). AAWEX is a more actively managed with annual turnover of: 161.00 vs. FAGNX (31.00). FAGNX initial investment is less costly to investors than AAWEX (2%) vs AAWEX (2%). AAWEX (0) and FAGNX (0) have matching initial minimum investment requirements. AAWEX annual gain was more profitable for investors over the last year : 8.68 vs. FAGNX (-10.85). AAWEX return over 5 years is better than : 206.47 vs. FAGNX (195.52).
| AAWEX | FAGNX | AAWEX / FAGNX | |
| Total Expense Ratio | 1.18 | 1.23 | 96% |
| Annual Report Gross Expense Ratio | 1.31 | 1.23 | 107% |
| Fund Existence | 11 years | 37 years | - |
| Gain YTD | 4.869 | -1.749 | -278% |
| Front Load | 2% | 4% | 57% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 892M | 13% |
| Annual Yield % from dividends | 1.00 | 0.88 | 114% |
| Returns for 1 year | 8.68 | -10.85 | -80% |
| Returns for 3 years | 29.96 | 13.24 | 226% |
| Returns for 5 years | 206.47 | 195.52 | 106% |
| Returns for 10 years | 74.54 | 31.00 | 240% |
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