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AAWEX vs FANAX
AAWEX vs FANAX Comparison Chart in %
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AAWEX vs. FANAX commentary
Jul 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: 931M vs. AAWEX (128M). FANAX pays higher dividends than AAWEX: FANAX (0.94) vs AAWEX (0.71). 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 : 16.87 vs. FANAX (-1.37). FANAX (199.92) and AAWEX (197.33) 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 | 11 years | 29 years | - |
| Gain YTD | 15.720 | 5.877 | 267% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 931M | 14% |
| Annual Yield % from dividends | 0.71 | 0.94 | 75% |
| Returns for 1 year | 16.87 | -1.37 | -1,235% |
| Returns for 3 years | 63.65 | 42.79 | 149% |
| Returns for 5 years | 197.33 | 199.92 | 99% |
| Returns for 10 years | 112.43 | 60.75 | 185% |
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