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AAWEX vs FANAX
AAWEX vs FANAX Comparison Chart
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AAWEX vs. FANAX commentary
Apr 04, 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 Hold and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 1.08B vs. AAWEX (109M). AAWEX pays higher dividends than FANAX: AAWEX (0.95) vs FANAX (0.90). AAWEX was incepted earlier than FANAX: AAWEX (11 years) vs FANAX (29 years). AAWEX (1.31) is less costly to investors than FANAX (0.98). AAWEX is a more actively managed with annual turnover of: 161.00 vs. FANAX (31.00). FANAX initial investment is less costly to investors than AAWEX (2%) vs AAWEX (2%). AAWEX (0) and FANAX (0) have matching initial minimum investment requirements. AAWEX annual gain was more profitable for investors over the last year : 1.62 vs. FANAX (-6.63). FANAX return over 5 years is better than : 287.99 vs. AAWEX (251.07).
| AAWEX | FANAX | AAWEX / FANAX | |
| Total Expense Ratio | 1.18 | 0.98 | 120% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 1.819 | 6.629 | 27% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.08B | 10% |
| Annual Yield % from dividends | 0.95 | 0.90 | 106% |
| Returns for 1 year | 1.62 | -6.63 | -24% |
| Returns for 3 years | 23.86 | 27.41 | 87% |
| Returns for 5 years | 251.07 | 287.99 | 87% |
| Returns for 10 years | 72.92 | 45.24 | 161% |
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