Interact to see
Advertisement
Advertisement
AEMSX vs FNWFX
AEMSX vs FNWFX Comparison
Open Charts AEMSX vs FNWFX
AEMSX vs FNWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEMSX vs. FNWFX commentary
Sep 17, 2026
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 AEMSX is a Hold and FNWFX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90B vs. AEMSX (1.02B). FNWFX pays higher dividends than AEMSX: FNWFX (1.24) vs AEMSX (0.68). AEMSX was incepted earlier than FNWFX: AEMSX (17 years) vs FNWFX (10 years). AEMSX (1.30) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 46.00 vs. AEMSX (35.00). AEMSX (1000000) and FNWFX (1000000) have matching initial minimum investment requirements. AEMSX annual gain was more profitable for investors over the last year : 23.03 vs. FNWFX (13.40). FNWFX return over 5 years is better than : 17.18 vs. AEMSX (8.40).
| AEMSX | FNWFX | AEMSX / FNWFX | |
| Total Expense Ratio | 1.25 | 0.57 | 219% |
| Annual Report Gross Expense Ratio | 1.30 | 0.57 | 228% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 24.086 | 14.062 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 90B | 1% |
| Annual Yield % from dividends | 0.68 | 1.24 | 55% |
| Returns for 1 year | 23.03 | 13.40 | 172% |
| Returns for 3 years | 66.98 | 51.52 | 130% |
| Returns for 5 years | 8.40 | 17.18 | 49% |
| Returns for 10 years | 75.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement