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AOTAX vs FWWNX
AOTAX vs FWWNX Comparison
Open Charts AOTAX vs FWWNX
AOTAX vs FWWNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 90.9B vs. AOTAX (225M). AOTAX pays higher dividends than FWWNX: AOTAX (2.28) vs FWWNX (1.21). 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 : 49.85 vs. FWWNX (20.43). AOTAX return over 5 years is better than : 44.37 vs. FWWNX (16.08).
| 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 | 28.543 | 13.668 | 209% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 90.9B | 0% |
| Annual Yield % from dividends | 2.28 | 1.21 | 189% |
| Returns for 1 year | 49.85 | 20.43 | 244% |
| Returns for 3 years | 83.11 | 48.10 | 173% |
| Returns for 5 years | 44.37 | 16.08 | 276% |
| Returns for 10 years | 147.69 | N/A | - |