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AAWEX vs FANAX
AAWEX vs FANAX Comparison Chart in %
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AAWEX vs. FANAX commentary
Sep 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 FANAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 952M vs. AAWEX (148M). FANAX pays higher dividends than AAWEX: FANAX (0.88) vs AAWEX (0.69). AAWEX was incepted earlier than FANAX: AAWEX (12 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 : 32.51 vs. FANAX (10.32). FANAX return over 5 years is better than : 242.88 vs. AAWEX (221.53).
| AAWEX | FANAX | AAWEX / FANAX | |
| Total Expense Ratio | 1.18 | 0.98 | 120% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 18.151 | 7.745 | 234% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 952M | 16% |
| Annual Yield % from dividends | 0.69 | 0.88 | 78% |
| Returns for 1 year | 32.51 | 10.32 | 315% |
| Returns for 3 years | 42.34 | 23.23 | 182% |
| Returns for 5 years | 221.53 | 242.88 | 91% |
| Returns for 10 years | 137.87 | 82.15 | 168% |
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