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AOTAX vs FNFWX
AOTAX vs FNFWX Comparison
Open Charts AOTAX vs FNFWX
AOTAX vs FNFWX Comparison Chart in %
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AOTAX vs. FNFWX commentary
Sep 04, 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 AOTAX is a Hold and FNFWX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 88.6B vs. AOTAX (224M). AOTAX pays higher dividends than FNFWX: AOTAX (2.27) vs FNFWX (1.15). AOTAX was incepted earlier than FNFWX: AOTAX (20 years) vs FNFWX (6 years). AOTAX (1.50) is less costly to investors than FNFWX (0.69). AOTAX is a more actively managed with annual turnover of: 146.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than AOTAX: FNFWX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 50.26 vs. FNFWX (21.14). AOTAX return over 5 years is better than : 48.15 vs. FNFWX (18.19).
| AOTAX | FNFWX | AOTAX / FNFWX | |
| Total Expense Ratio | 1.29 | 0.69 | 187% |
| Annual Report Gross Expense Ratio | 1.50 | 0.69 | 217% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 32.270 | 16.445 | 196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 88.6B | 0% |
| Annual Yield % from dividends | 2.27 | 1.15 | 197% |
| Returns for 1 year | 50.26 | 21.14 | 238% |
| Returns for 3 years | 92.26 | 52.32 | 176% |
| Returns for 5 years | 48.15 | 18.19 | 265% |
| Returns for 10 years | 144.33 | N/A | - |
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