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AVAAX vs KSMUX
AVAAX vs KSMUX Comparison
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AVAAX vs KSMUX Comparison Chart in %
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AVAAX vs. KSMUX commentary
Jun 23, 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 AVAAX is a Hold and KSMUX is a Hold.
FUNDAMENTALS
Fundamentals
AVAAX has more cash in the bank: 221M vs. KSMUX (44.7M). KSMUX (3.21) and AVAAX (3.13) have matching dividends . AVAAX was incepted earlier than KSMUX: AVAAX (32 years) vs KSMUX (36 years). KSMUX (1.17) is less costly to investors than AVAAX (0.91). KSMUX is a more actively managed with annual turnover of: 42.15 vs. AVAAX (20.00). AVAAX initial investment is less costly to investors than KSMUX (3%) vs KSMUX (3%). KSMUX has a lower initial minimum investment than AVAAX: KSMUX (1000) vs AVAAX (2500). KSMUX annual gain was more profitable for investors over the last year : 7.77 vs. AVAAX (5.80). AVAAX return over 5 years is better than : -0.02 vs. KSMUX (-0.42).
| AVAAX | KSMUX | AVAAX / KSMUX | |
| Total Expense Ratio | 0.80 | 0.98 | 82% |
| Annual Report Gross Expense Ratio | 0.91 | 1.17 | 78% |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | 1.270 | 2.422 | 52% |
| Front Load | 3% | 3% | 120% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 44.7M | 494% |
| Annual Yield % from dividends | 3.13 | 3.21 | 98% |
| Returns for 1 year | 5.80 | 7.77 | 75% |
| Returns for 3 years | 9.48 | 8.35 | 114% |
| Returns for 5 years | -0.02 | -0.42 | 4% |
| Returns for 10 years | 4.72 | 10.70 | 44% |
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