Interact to see
Advertisement
Advertisement
AAWEX vs FANAX
AAWEX vs FANAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAWEX vs. FANAX commentary
Aug 09, 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: 942M vs. AAWEX (134M). FANAX pays higher dividends than AAWEX: FANAX (0.91) 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 : 23.51 vs. FANAX (-3.01). AAWEX (190.36) and FANAX (185.30) have equivalent 5 years return.
| 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 | 14.122 | 1.185 | 1,192% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 942M | 14% |
| Annual Yield % from dividends | 0.69 | 0.91 | 76% |
| Returns for 1 year | 23.51 | -3.01 | -782% |
| Returns for 3 years | 47.97 | 25.21 | 190% |
| Returns for 5 years | 190.36 | 185.30 | 103% |
| Returns for 10 years | 116.41 | 57.51 | 202% |