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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$21.50
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets554.45M
American Funds Washington Mutual R2E
Price$62.56
Change-$1.03 (-1.62%)
VolumeN/A
Net Assets193.11B
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
May 22, 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 Buy and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 193B vs. AIQQX (554M). AIQQX pays higher dividends than RWEBX: AIQQX (1.57) vs RWEBX (0.84). 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 : 2.07 vs. RWEBX (1.37). AIQQX return over 5 years is better than : 80.37 vs. RWEBX (53.80).
| 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 | 3.744 | 2.503 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 193B | 0% |
| Annual Yield % from dividends | 1.57 | 0.84 | 188% |
| Returns for 1 year | 2.07 | 1.37 | 150% |
| Returns for 3 years | 29.00 | 19.52 | 149% |
| Returns for 5 years | 80.37 | 53.80 | 149% |
| Returns for 10 years | N/A | 55.90 | - |
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