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AAWEX vs FANAX
AAWEX vs FANAX Comparison Chart
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AAWEX vs. FANAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 897M vs. AAWEX (119M). FANAX pays higher dividends than AAWEX: FANAX (0.99) vs AAWEX (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 : 14.50 vs. FANAX (-8.52). AAWEX return over 5 years is better than : 152.81 vs. FANAX (134.79).
| 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 | 7.572 | -3.622 | -209% |
| Front Load | 2% | 6% | 35% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 897M | 13% |
| Annual Yield % from dividends | 0.90 | 0.99 | 91% |
| Returns for 1 year | 14.50 | -8.52 | -170% |
| Returns for 3 years | 17.77 | -1.32 | -1,348% |
| Returns for 5 years | 152.81 | 134.79 | 113% |
| Returns for 10 years | 86.88 | 33.74 | 257% |
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