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AIQQX vs FWMMX
AIQQX vs FWMMX Comparison
Open Charts AIQQX vs FWMMX
Aristotle Value Equity I-2
Price$20.40
Change-$0.94 (-4.40%)
VolumeN/A
Net Assets562.86M
American Funds Washington Mutual 529-F-2
Price$59.62
Change-$2.28 (-3.68%)
VolumeN/A
Net Assets187.67B
AIQQX vs FWMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 188B vs. AIQQX (563M). 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 : 2.16 vs. AIQQX (0.70).
| 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 | 1.137 | 0.946 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 188B | 0% |
| Annual Yield % from dividends | 1.54 | 1.49 | 103% |
| Returns for 1 year | 0.70 | 2.16 | 32% |
| Returns for 3 years | 15.00 | 10.31 | 146% |
| Returns for 5 years | 109.70 | N/A | - |
| Returns for 10 years | N/A | N/A | - |