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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$21.70
Change-$0.37 (-1.68%)
VolumeN/A
Net Assets552.97M
American Funds Washington Mutual R2E
Price$61.59
Change-$0.63 (-1.01%)
VolumeN/A
Net Assets196.45B
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIQQX is a StrongBuy and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 196B vs. AIQQX (553M). AIQQX pays higher dividends than RWEBX: AIQQX (1.51) vs RWEBX (0.80). AIQQX was incepted earlier than RWEBX: AIQQX (9 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than AIQQX (0.69). RWEBX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than RWEBX: AIQQX (0) vs RWEBX (250). AIQQX annual gain was more profitable for investors over the last year : 4.83 vs. RWEBX (3.84). AIQQX return over 5 years is better than : 72.53 vs. RWEBX (47.99).
| AIQQX | RWEBX | AIQQX / RWEBX | |
| Total Expense Ratio | 0.69 | 1.06 | 65% |
| Annual Report Gross Expense Ratio | 0.69 | 1.06 | 65% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 4.597 | 1.116 | 412% |
| 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 | 0.80 | 189% |
| Returns for 1 year | 4.83 | 3.84 | 126% |
| Returns for 3 years | 37.22 | 22.59 | 165% |
| Returns for 5 years | 72.53 | 47.99 | 151% |
| Returns for 10 years | N/A | 56.01 | - |
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