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AOTAX vs RNWBX
AOTAX vs RNWBX Comparison
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AOTAX vs RNWBX Comparison Chart in %
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AOTAX vs. RNWBX commentary
Jul 05, 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 RNWBX is a Buy.
FUNDAMENTALS
Fundamentals
RNWBX has more cash in the bank: 90.9B vs. AOTAX (225M). AOTAX pays higher dividends than RNWBX: AOTAX (2.28) vs RNWBX (0.41). AOTAX was incepted earlier than RNWBX: AOTAX (20 years) vs RNWBX (24 years). RNWBX (1.66) is less costly to investors than AOTAX (1.50). AOTAX is a more actively managed with annual turnover of: 146.00 vs. RNWBX (46.00). RNWBX has a lower initial minimum investment than AOTAX: RNWBX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 49.85 vs. RNWBX (18.98). AOTAX return over 5 years is better than : 44.37 vs. RNWBX (9.54).
| AOTAX | RNWBX | AOTAX / RNWBX | |
| Total Expense Ratio | 1.29 | 1.66 | 78% |
| Annual Report Gross Expense Ratio | 1.50 | 1.66 | 90% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 28.543 | 13.085 | 218% |
| 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 | 0.41 | 553% |
| Returns for 1 year | 49.85 | 18.98 | 263% |
| Returns for 3 years | 83.11 | 43.21 | 192% |
| Returns for 5 years | 44.37 | 9.54 | 465% |
| Returns for 10 years | 147.69 | 104.73 | 141% |