Interact to see
Advertisement
Advertisement
ACWEX vs FANAX
ACWEX vs FANAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ACWEX vs. FANAX commentary
Aug 17, 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 Hold and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 942M vs. ACWEX (133M). FANAX pays higher dividends than ACWEX: FANAX (0.91) vs ACWEX (0.25). ACWEX was incepted earlier than FANAX: ACWEX (12 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 : 18.28 vs. FANAX (-4.77). FANAX return over 5 years is better than : 177.99 vs. ACWEX (168.19).
| ACWEX | FANAX | ACWEX / FANAX | |
| Total Expense Ratio | 1.93 | 0.98 | 197% |
| Annual Report Gross Expense Ratio | 2.21 | 0.98 | 226% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 12.465 | 1.731 | 720% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 942M | 14% |
| Annual Yield % from dividends | 0.25 | 0.91 | 27% |
| Returns for 1 year | 18.28 | -4.77 | -383% |
| Returns for 3 years | 39.19 | 21.62 | 181% |
| Returns for 5 years | 168.19 | 177.99 | 94% |
| Returns for 10 years | 99.09 | 57.80 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PGRUX | 9.66 | 0.04 | +0.42% |
| Principal Global Real Estate Sec R5 | |||
| CGLAX | 18.24 | -0.04 | -0.22% |
| Calvert Global Equity Fund Class A | |||
| ITHTX | 57.76 | -0.15 | -0.26% |
| Hartford Capital Appreciation R5 | |||
| TLATX | 12.26 | -0.05 | -0.41% |
| Transamerica Large Core ESG I3 | |||
| IRCIX | 12.16 | -0.07 | -0.57% |
| Voya Russell Small Cap Index Port S2 | |||