AAOTX | SWQRX | AAOTX / SWQRX | |
Total Expense Ratio | 0.74 | 0.58 | 128% |
Annual Report Gross Expense Ratio | 0.74 | 0.92 | 80% |
Fund Existence | 5 years | 4 years | - |
Gain YTD | 11.277 | 10.488 | 108% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 5.12B | 32.7M | 15,642% |
Annual Yield % from dividends | 0.75 | 1.55 | 48% |
Returns for 1 year | 13.42 | 12.14 | 111% |
Returns for 3 years | 47.56 | 42.19 | 113% |
Returns for 5 years | 59.85 | N/A | - |
Returns for 10 years | N/A | N/A | - |