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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$20.40
Change-$0.94 (-4.40%)
VolumeN/A
Net Assets562.86M
American Funds Washington Mutual R2E
Price$59.23
Change-$2.27 (-3.69%)
VolumeN/A
Net Assets187.67B
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
Apr 05, 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: 188B vs. AIQQX (563M). 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 : 1.38 vs. AIQQX (0.70). AIQQX return over 5 years is better than : 109.70 vs. RWEBX (75.23).
| 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 | 1.137 | 0.766 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 188B | 0% |
| Annual Yield % from dividends | 1.54 | 0.83 | 186% |
| Returns for 1 year | 0.70 | 1.38 | 51% |
| Returns for 3 years | 15.00 | 6.61 | 227% |
| Returns for 5 years | 109.70 | 75.23 | 146% |
| Returns for 10 years | N/A | 55.09 | - |
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