ANDIX vs. AMOMX
ANDIX (AQR International Defensive Style Fund) and AMOMX (AQR Large Cap Momentum Style Fund) are both mutual funds - ANDIX is a Foreign Large Cap Equities fund managed by AQR Funds, while AMOMX is a Large Cap Growth Equities fund managed by AQR Funds. A 0.68 correlation means they provide meaningful diversification when combined. ANDIX charges 0.55%/yr vs 0.41%/yr for AMOMX.
Performance
ANDIX vs. AMOMX - Performance Comparison
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Returns By Period
ANDIX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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AMOMX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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ANDIX vs. AMOMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANDIX AQR International Defensive Style Fund | 5.63% | 21.41% | 2.83% | 12.06% | -14.26% | 7.59% | 8.43% | 18.39% | -10.35% | 22.86% |
AMOMX AQR Large Cap Momentum Style Fund | 11.26% | 15.36% | 27.62% | 18.17% | -18.00% | 26.01% | 26.86% | 29.20% | -4.01% | 23.87% |
Correlation
The correlation between ANDIX and AMOMX is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2012 | 0.68 |
The correlation between ANDIX and AMOMX shifts across timeframes, from 0.52 (1 year) to 0.68 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
ANDIX vs. AMOMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AQR International Defensive Style Fund (ANDIX) and AQR Large Cap Momentum Style Fund (AMOMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
ANDIX vs. AMOMX - Drawdown Comparison
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Volatility
ANDIX vs. AMOMX - Volatility Comparison
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ANDIX vs. AMOMX - Expense Ratio Comparison
ANDIX has a 0.55% expense ratio, which is higher than AMOMX's 0.41% expense ratio.
Dividends
ANDIX vs. AMOMX - Dividend Comparison
ANDIX's dividend yield for the trailing twelve months is around 70.16%, more than AMOMX's 30.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMOMX AQR Large Cap Momentum Style Fund | 30.65% | 25.49% | 14.05% | 14.08% | 10.95% | 17.95% | 16.14% | 10.22% | 12.17% | 9.15% | 8.23% | 8.44% |
ANDIX AQR International Defensive Style Fund | 70.16% | 4.74% | 2.29% | 3.02% | 2.00% | 2.53% | 1.73% | 2.51% | 2.40% | 3.30% | 1.47% | 2.09% |
Frequently Asked Questions
ANDIX and AMOMX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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