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AIWEX vs FANAX
AIWEX vs FANAX Comparison Chart in %
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AIWEX 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 AIWEX is a Hold and FANAX is a Hold.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 942M vs. AIWEX (133M). AIWEX (0.94) and FANAX (0.91) have matching dividends . AIWEX was incepted earlier than FANAX: AIWEX (12 years) vs FANAX (29 years). AIWEX (1.21) is less costly to investors than FANAX (0.98). AIWEX is a more actively managed with annual turnover of: 161.00 vs. FANAX (31.00). FANAX has a lower initial minimum investment than AIWEX: FANAX (0) vs AIWEX (1000). AIWEX annual gain was more profitable for investors over the last year : 19.54 vs. FANAX (-4.51). AIWEX (181.51) and FANAX (178.74) have equivalent 5 years return.
| AIWEX | FANAX | AIWEX / FANAX | |
| Total Expense Ratio | 0.93 | 0.98 | 95% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 12 years | 29 years | - |
| Gain YTD | 13.209 | 2.005 | 659% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 942M | 14% |
| Annual Yield % from dividends | 0.94 | 0.91 | 103% |
| Returns for 1 year | 19.54 | -4.51 | -433% |
| Returns for 3 years | 43.42 | 21.95 | 198% |
| Returns for 5 years | 181.51 | 178.74 | 102% |
| Returns for 10 years | 120.24 | 58.23 | 207% |
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