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AOTAX vs RNWFX
AOTAX vs RNWFX Comparison
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AOTAX vs RNWFX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 44.41B. The market cap for tickers in the group ranges from 224.39M to 88.6B. RNWFX holds the highest valuation in this group at 88.6B. The lowest valued company is AOTAX at 224.39M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 2%, and the average quarterly price growth was 18%. RNWFX experienced the highest price growth at -1%, while AOTAX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
AOTAX vs. RNWFX 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 RNWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNWFX has more cash in the bank: 88.6B vs. AOTAX (224M). AOTAX pays higher dividends than RNWFX: AOTAX (2.27) vs RNWFX (1.20). 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 : 50.26 vs. RNWFX (21.25). AOTAX return over 5 years is better than : 48.15 vs. RNWFX (17.21).
| 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 | 32.270 | 16.485 | 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 | 1.20 | 190% |
| Returns for 1 year | 50.26 | 21.25 | 237% |
| Returns for 3 years | 92.26 | 52.67 | 175% |
| Returns for 5 years | 48.15 | 17.21 | 280% |
| Returns for 10 years | 144.33 | 110.47 | 131% |
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