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AIQQX vs FWMMX
AIQQX vs FWMMX Comparison
Open Charts AIQQX vs FWMMX
Aristotle Value Equity I-2
Price$20.55
Change+$0.34 (+1.68%)
VolumeN/A
Net Assets517.52M
American Funds Washington Mutual 529-F-2
Price$60.12
Change+$0.92 (+1.55%)
VolumeN/A
Net Assets178.95B
AIQQX vs FWMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 179B vs. AIQQX (518M). AIQQX (1.54) and FWMMX (1.49) have matching dividends . AIQQX was incepted earlier than FWMMX: AIQQX (9 years) vs FWMMX (4 years). AIQQX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than FWMMX: AIQQX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 1.28 vs. AIQQX (-2.41).
| AIQQX | FWMMX | AIQQX / FWMMX | |
| Total Expense Ratio | 0.69 | 0.35 | 197% |
| Annual Report Gross Expense Ratio | 0.69 | 0.35 | 197% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -4.218 | -1.957 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 179B | 0% |
| Annual Yield % from dividends | 1.54 | 1.49 | 103% |
| Returns for 1 year | -2.41 | 1.28 | -187% |
| Returns for 3 years | 12.89 | 11.04 | 117% |
| Returns for 5 years | 74.46 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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