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AIWEX vs FANAX
AIWEX vs FANAX Comparison Chart in %
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AIWEX vs. FANAX commentary
Jul 04, 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 Buy and FANAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FANAX has more cash in the bank: 931M vs. AIWEX (126M). AIWEX (0.96) and FANAX (0.94) have matching dividends . AIWEX was incepted earlier than FANAX: AIWEX (11 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 : 16.81 vs. FANAX (-4.62). AIWEX return over 5 years is better than : 206.65 vs. FANAX (195.16).
| AIWEX | FANAX | AIWEX / FANAX | |
| Total Expense Ratio | 0.93 | 0.98 | 95% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 13.833 | 3.349 | 413% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 931M | 14% |
| Annual Yield % from dividends | 0.96 | 0.94 | 102% |
| Returns for 1 year | 16.81 | -4.62 | -364% |
| Returns for 3 years | 54.05 | 30.69 | 176% |
| Returns for 5 years | 206.65 | 195.16 | 106% |
| Returns for 10 years | 112.27 | 53.05 | 212% |