Ad is loading...
AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$21.76
Change-$0.28 (-1.27%)
VolumeN/A
Net Assets591.75M
American Funds Washington Mutual R2E
Price$63.69
Change-$0.87 (-1.35%)
VolumeN/A
Net Assets196.11B
AIQQX vs RWEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIQQX vs. RWEBX commentary
Feb 23, 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 Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 196B vs. AIQQX (592M). AIQQX (1.09) and RWEBX (1.07) have matching dividends . AIQQX was incepted earlier than RWEBX: AIQQX (8 years) vs RWEBX (10 years). RWEBX is a more actively managed with annual turnover of: 30.00 vs. AIQQX (7.00). AIQQX has a lower initial minimum investment than RWEBX: AIQQX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 7.35 vs. AIQQX (5.78). AIQQX return over 5 years is better than : 51.72 vs. RWEBX (35.06).
| AIQQX | RWEBX | AIQQX / RWEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 3.128 | 4.137 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 196B | 0% |
| Annual Yield % from dividends | 1.09 | 1.07 | 102% |
| Returns for 1 year | 5.78 | 7.35 | 79% |
| Returns for 3 years | 21.75 | 16.22 | 134% |
| Returns for 5 years | 51.72 | 35.06 | 148% |
| Returns for 10 years | N/A | 56.92 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers