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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$20.55
Change+$0.34 (+1.68%)
VolumeN/A
Net Assets517.52M
American Funds Washington Mutual R2E
Price$59.71
Change+$0.92 (+1.56%)
VolumeN/A
Net Assets178.95B
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
Apr 25, 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: 179B vs. AIQQX (518M). AIQQX pays higher dividends than RWEBX: AIQQX (1.54) vs RWEBX (0.83). 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). RWEBX annual gain was more profitable for investors over the last year : 0.52 vs. AIQQX (-2.41). AIQQX return over 5 years is better than : 74.46 vs. RWEBX (51.55).
| 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 | -4.218 | -2.167 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 179B | 0% |
| Annual Yield % from dividends | 1.54 | 0.83 | 186% |
| Returns for 1 year | -2.41 | 0.52 | -466% |
| Returns for 3 years | 12.89 | 7.34 | 176% |
| Returns for 5 years | 74.46 | 51.55 | 144% |
| Returns for 10 years | N/A | 49.16 | - |
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