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AIQQX vs FWWMX
AIQQX vs FWWMX Comparison
Open Charts AIQQX vs FWWMX
Aristotle Value Equity I-2
Price$21.73
Change+$0.14 (+0.65%)
VolumeN/A
Net Assets546.3M
American Funds Washington Mutual 529-F-3
Price$64.78
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets194.03B
AIQQX vs FWWMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 194B vs. AIQQX (546M). AIQQX (1.51) and FWWMX (1.46) have matching dividends . AIQQX was incepted earlier than FWWMX: AIQQX (9 years) vs FWWMX (5 years). AIQQX (0.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than FWWMX: AIQQX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 6.88 vs. AIQQX (2.84).
| AIQQX | FWWMX | AIQQX / FWWMX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.322 | 5.668 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 194B | 0% |
| Annual Yield % from dividends | 1.51 | 1.46 | 103% |
| Returns for 1 year | 2.84 | 6.88 | 41% |
| Returns for 3 years | 20.93 | 22.00 | 95% |
| Returns for 5 years | 63.31 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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