ARAAX
Price
$26.34
Change
-$0.20 (-0.75%)
Updated
Nov 18 closing price
Net Assets
1.38B
UTMAX
Price
$11.83
Change
-$0.14 (-1.17%)
Updated
Nov 18 closing price
Net Assets
331.86M
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ARAAX vs UTMAX

Header iconARAAX vs UTMAX Comparison
Open Charts ARAAX vs UTMAXBanner chart's image
Horizon Active Risk Assist® A
Price$26.34
Change-$0.20 (-0.75%)
VolumeN/A
Net Assets1.38B
Victory Target Managed Allocation
Price$11.83
Change-$0.14 (-1.17%)
VolumeN/A
Net Assets331.86M
ARAAX vs UTMAX Comparison Chart in %
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ARAAX vs. UTMAX commentary
Nov 20, 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 ARAAX is a Hold and UTMAX is a Hold.

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FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.38B vs. UTMAX (332M). UTMAX pays higher dividends than ARAAX: UTMAX (1.40) vs ARAAX (0.46). ARAAX was incepted earlier than UTMAX: ARAAX (10 years) vs UTMAX (10 years). ARAAX (1.43) is less costly to investors than UTMAX (0.69). UTMAX is a more actively managed with annual turnover of: 182.00 vs. ARAAX (66.00). UTMAX has a lower initial minimum investment than ARAAX: UTMAX (0) vs ARAAX (2500). UTMAX annual gain was more profitable for investors over the last year : 12.25 vs. ARAAX (-0.49). ARAAX return over 5 years is better than : 26.50 vs. UTMAX (7.25).
ARAAXUTMAXARAAX / UTMAX
Total Expense Ratio1.430.68210%
Annual Report Gross Expense Ratio1.430.69207%
Fund Existence10 years10 years-
Gain YTD10.76812.07989%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B332M416%
Annual Yield % from dividends0.461.4033%
Returns for 1 year-0.4912.25-4%
Returns for 3 years31.9536.6687%
Returns for 5 years26.507.25365%
Returns for 10 years42.8539.22109%
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