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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
Jul 14, 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 Buy and FNWFX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.7B vs. AEMSX (1.06B). FNWFX pays higher dividends than AEMSX: FNWFX (1.24) vs AEMSX (0.66). 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 : 41.44 vs. FNWFX (19.73). FNWFX return over 5 years is better than : 14.94 vs. AEMSX (4.88).
| 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 | 25.944 | 12.743 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 90.7B | 1% |
| Annual Yield % from dividends | 0.66 | 1.24 | 53% |
| Returns for 1 year | 41.44 | 19.73 | 210% |
| Returns for 3 years | 61.78 | 44.48 | 139% |
| Returns for 5 years | 4.88 | 14.94 | 33% |
| Returns for 10 years | 78.30 | N/A | - |
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