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
Jul 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 ACWEX is a Buy and FANAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 931M vs. ACWEX (127M). FANAX pays higher dividends than ACWEX: FANAX (0.94) vs ACWEX (0.25). 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 : 16.05 vs. FANAX (-4.31). FANAX (196.13) and ACWEX (192.20) 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 | 13.585 | 3.690 | 368% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 931M | 14% |
| Annual Yield % from dividends | 0.25 | 0.94 | 27% |
| Returns for 1 year | 16.05 | -4.31 | -372% |
| Returns for 3 years | 50.03 | 31.12 | 161% |
| Returns for 5 years | 192.20 | 196.13 | 98% |
| Returns for 10 years | 92.46 | 53.56 | 173% |
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 % |
| ATHYX | 31.30 | 0.40 | +1.29% |
| American Century Heritage Y | |||
| DCLVX | 19.16 | 0.14 | +0.74% |
| Dunham Large Cap Value C | |||
| MKSCX | 13.12 | 0.08 | +0.61% |
| BlackRock Sustainable Advantage Gbl Eq K | |||
| HRMDX | 13.76 | 0.01 | +0.07% |
| Heartland Mid Cap Value Investor | |||
| IUENX | 28.53 | -0.02 | -0.07% |
| JPMorgan International Focus R6 | |||