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AIQQX vs FWMMX
AIQQX vs FWMMX Comparison
Open Charts AIQQX vs FWMMX
Aristotle Value Equity I-2
Price$21.70
Change-$0.37 (-1.68%)
VolumeN/A
Net Assets552.97M
American Funds Washington Mutual 529-F-2
Price$61.99
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets196.45B
AIQQX vs FWMMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 196B vs. AIQQX (553M). AIQQX pays higher dividends than FWMMX: AIQQX (1.51) vs FWMMX (1.44). AIQQX was incepted earlier than FWMMX: AIQQX (9 years) vs FWMMX (5 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). AIQQX (4.83) and FWMMX (4.63) have marching annual gain over last year.
| 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 | 5 years | - |
| Gain YTD | 4.597 | 1.462 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 196B | 0% |
| Annual Yield % from dividends | 1.51 | 1.44 | 105% |
| Returns for 1 year | 4.83 | 4.63 | 104% |
| Returns for 3 years | 37.22 | 26.85 | 139% |
| Returns for 5 years | 72.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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