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AAOTX vs RFVTX
AAOTX vs RFVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AAOTX (4.43B) and RFVTX (4.43B) have equal amount of cash in the bank . RFVTX pays higher dividends than AAOTX: RFVTX (1.01) vs AAOTX (0.75). AAOTX was incepted earlier than RFVTX: AAOTX (5 years) vs RFVTX (5 years). AAOTX (0.74) is less costly to investors than RFVTX (0.39). AAOTX (4.00) and RFVTX (4.00) have comparable annual turnover. AAOTX (250) and RFVTX (250) have matching initial minimum investment requirements. RFVTX (14.22) and AAOTX (13.76) have marching annual gain over last year. RFVTX return over 5 years is better than : 66.31 vs. AAOTX (62.50).
| AAOTX | RFVTX | AAOTX / RFVTX | |
| Total Expense Ratio | 0.74 | 0.39 | 190% |
| Annual Report Gross Expense Ratio | 0.74 | 0.39 | 190% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.220 | 11.435 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 4.43B | 100% |
| Annual Yield % from dividends | 0.75 | 1.01 | 74% |
| Returns for 1 year | 13.76 | 14.22 | 97% |
| Returns for 3 years | 49.28 | 51.72 | 95% |
| Returns for 5 years | 62.50 | 66.31 | 94% |
| Returns for 10 years | N/A | N/A | - |
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