FWWNX has more cash in the bank: 88.6B vs. AOTAX (221M). AOTAX pays higher dividends than FWWNX: AOTAX (2.36) vs FWWNX (1.23). AOTAX was incepted earlier than FWWNX: AOTAX (20 years) vs FWWNX (6 years). AOTAX (1.50) is less costly to investors than FWWNX (0.62). AOTAX is a more actively managed with annual turnover of: 146.00 vs. FWWNX (46.00). FWWNX has a lower initial minimum investment than AOTAX: FWWNX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 45.95 vs. FWWNX (20.42). AOTAX return over 5 years is better than : 48.57 vs. FWWNX (20.38).

	AOTAX	FWWNX	AOTAX / FWWNX
Total Expense Ratio	1.29	0.62	208%
Annual Report Gross Expense Ratio	1.50	0.62	242%
Fund Existence	20 years	6 years	-
Gain YTD	29.475	16.386	180%
Front Load	6%	N/A	-
Min. Initial Investment	2500	250	1,000%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	221M	88.6B	0%
Annual Yield % from dividends	2.36	1.23	191%
Returns for 1 year	45.95	20.42	225%
Returns for 3 years	88.41	52.26	169%
Returns for 5 years	48.57	20.38	238%
Returns for 10 years	135.78	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
JRAIX	97.64	0.54	+0.56%
Janus Henderson Research I
VDSIX	27.75	N/A	N/A
Victory Diversified Stock I
MSAYX	25.02	N/A	N/A
Morgan Stanley Inst Asia Opp R6
CSMMX	21.81	N/A	N/A
Invesco Summit C
HOVLX	59.99	N/A	N/A
Homestead Value