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ACWEX vs FANAX
ACWEX vs FANAX Comparison Chart
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ACWEX vs. FANAX commentary
May 23, 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 ACWEX is a Buy and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 892M vs. ACWEX (114M). FANAX pays higher dividends than ACWEX: FANAX (1.03) vs ACWEX (0.53). ACWEX was incepted earlier than FANAX: ACWEX (11 years) vs FANAX (29 years). ACWEX (2.21) is less costly to investors than FANAX (0.98). ACWEX is a more actively managed with annual turnover of: 161.00 vs. FANAX (31.00). ACWEX (0) and FANAX (0) have matching initial minimum investment requirements. ACWEX annual gain was more profitable for investors over the last year : 5.94 vs. FANAX (-12.06). FANAX (176.36) and ACWEX (173.14) have equivalent 5 years return.
| ACWEX | FANAX | ACWEX / FANAX | |
| Total Expense Ratio | 1.93 | 0.98 | 197% |
| Annual Report Gross Expense Ratio | 2.21 | 0.98 | 226% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 4.062 | -2.551 | -159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 892M | 13% |
| Annual Yield % from dividends | 0.53 | 1.03 | 51% |
| Returns for 1 year | 5.94 | -12.06 | -49% |
| Returns for 3 years | 24.27 | 11.07 | 219% |
| Returns for 5 years | 173.14 | 176.36 | 98% |
| Returns for 10 years | 62.26 | 30.98 | 201% |
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