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AEMSX vs FNWFX
AEMSX vs FNWFX Comparison
Open Charts AEMSX vs FNWFX
AEMSX vs FNWFX Comparison Chart in %
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AEMSX vs. FNWFX commentary
Jun 19, 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: 90.9B vs. AEMSX (1.1B). FNWFX pays higher dividends than AEMSX: FNWFX (1.24) vs AEMSX (0.67). AEMSX was incepted earlier than FNWFX: AEMSX (17 years) vs FNWFX (9 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 : 49.54 vs. FNWFX (27.99). FNWFX return over 5 years is better than : 20.31 vs. AEMSX (8.75).
| 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 | 9 years | - |
| Gain YTD | 29.599 | 16.475 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 90.9B | 1% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | 49.54 | 27.99 | 177% |
| Returns for 3 years | 65.49 | 51.32 | 128% |
| Returns for 5 years | 8.75 | 20.31 | 43% |
| Returns for 10 years | 96.44 | N/A | - |
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