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AOTAX vs RNWFX
AOTAX vs RNWFX Comparison
Open Charts AOTAX vs RNWFX
AOTAX vs RNWFX Comparison Chart in %
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AOTAX vs. RNWFX 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 RNWFX is a Buy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 90.9B vs. AOTAX (225M). AOTAX pays higher dividends than RNWFX: AOTAX (2.28) vs RNWFX (1.19). AOTAX was incepted earlier than RNWFX: AOTAX (20 years) vs RNWFX (24 years). AOTAX (1.50) is less costly to investors than RNWFX (0.62). AOTAX is a more actively managed with annual turnover of: 146.00 vs. RNWFX (46.00). RNWFX has a lower initial minimum investment than AOTAX: RNWFX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 49.85 vs. RNWFX (20.53). AOTAX return over 5 years is better than : 44.37 vs. RNWFX (15.04).
| AOTAX | RNWFX | AOTAX / RNWFX | |
| Total Expense Ratio | 1.29 | 0.62 | 208% |
| Annual Report Gross Expense Ratio | 1.50 | 0.62 | 242% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 28.543 | 13.684 | 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 | 1.19 | 191% |
| Returns for 1 year | 49.85 | 20.53 | 243% |
| Returns for 3 years | 83.11 | 48.44 | 172% |
| Returns for 5 years | 44.37 | 15.04 | 295% |
| Returns for 10 years | 147.69 | 117.29 | 126% |