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AOTAX vs RNWHX
AOTAX vs RNWHX Comparison
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AOTAX vs RNWHX Comparison Chart in %
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AOTAX vs. RNWHX 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 RNWHX is a Buy.
FUNDAMENTALS
Fundamentals
RNWHX has more cash in the bank: 90.9B vs. AOTAX (225M). AOTAX pays higher dividends than RNWHX: AOTAX (2.28) vs RNWHX (1.14). AOTAX was incepted earlier than RNWHX: AOTAX (20 years) vs RNWHX (11 years). AOTAX (1.50) is less costly to investors than RNWHX (0.72). AOTAX is a more actively managed with annual turnover of: 146.00 vs. RNWHX (46.00). RNWHX has a lower initial minimum investment than AOTAX: RNWHX (250) vs AOTAX (2500). AOTAX annual gain was more profitable for investors over the last year : 49.85 vs. RNWHX (20.31). AOTAX return over 5 years is better than : 44.37 vs. RNWHX (14.31).
| AOTAX | RNWHX | AOTAX / RNWHX | |
| Total Expense Ratio | 1.29 | 0.72 | 179% |
| Annual Report Gross Expense Ratio | 1.50 | 0.72 | 208% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 28.543 | 13.641 | 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 | 1.14 | 199% |
| Returns for 1 year | 49.85 | 20.31 | 245% |
| Returns for 3 years | 83.11 | 47.80 | 174% |
| Returns for 5 years | 44.37 | 14.31 | 310% |
| Returns for 10 years | 147.69 | 114.40 | 129% |