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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$22.99
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets565.67M
American Funds Washington Mutual R2E
Price$64.88
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets203.25B
AIQQX vs RWEBX Comparison Chart in %
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AIQQX vs. RWEBX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 203B vs. AIQQX (566M). AIQQX pays higher dividends than RWEBX: AIQQX (1.47) 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: 29.00 vs. AIQQX (13.00). 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 : 8.72 vs. AIQQX (5.70). AIQQX return over 5 years is better than : 70.75 vs. RWEBX (50.49).
| 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 | 8.673 | 6.518 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 203B | 0% |
| Annual Yield % from dividends | 1.47 | 0.80 | 184% |
| Returns for 1 year | 5.70 | 8.72 | 65% |
| Returns for 3 years | 36.52 | 29.74 | 123% |
| Returns for 5 years | 70.75 | 50.49 | 140% |
| Returns for 10 years | N/A | 66.74 | - |
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