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AQMIX vs ASFCX
AQMIX vs ASFCX Comparison Chart in %
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AQMIX vs. ASFCX commentary
Sep 09, 2025
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 AQMIX is a Hold and ASFCX is a Hold.
FUNDAMENTALS
Fundamentals
AQMIX has more cash in the bank: 2.15B vs. ASFCX (1.26B). AQMIX pays higher dividends than ASFCX: AQMIX (3.63) vs ASFCX (0.43). AQMIX was incepted earlier than ASFCX: AQMIX (16 years) vs ASFCX (15 years). AQMIX (2.73) is less costly to investors than ASFCX (2.54). ASFCX has a lower initial minimum investment than AQMIX: ASFCX (2500) vs AQMIX (5000000). AQMIX annual gain was more profitable for investors over the last year : 12.13 vs. ASFCX (-17.70). AQMIX return over 5 years is better than : 58.81 vs. ASFCX (-16.98).
| AQMIX | ASFCX | AQMIX / ASFCX | |
| Total Expense Ratio | 2.72 | 2.45 | 111% |
| Annual Report Gross Expense Ratio | 2.73 | 2.54 | 107% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 5.972 | -16.435 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 1.26B | 171% |
| Annual Yield % from dividends | 3.63 | 0.43 | 855% |
| Returns for 1 year | 12.13 | -17.70 | -69% |
| Returns for 3 years | 17.76 | -43.63 | -41% |
| Returns for 5 years | 58.81 | -16.98 | -346% |
| Returns for 10 years | 26.24 | -22.06 | -119% |
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