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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$21.69
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets628.45M
American Funds Washington Mutual R2E
Price$62.57
Change+$0.49 (+0.79%)
VolumeN/A
Net Assets191.91B
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
Jan 19, 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: 192B vs. AIQQX (628M). 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 : 11.50 vs. AIQQX (9.38). AIQQX return over 5 years is better than : 50.41 vs. RWEBX (31.93).
| 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 | 2.038 | 2.305 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 192B | 0% |
| Annual Yield % from dividends | 1.09 | 1.07 | 102% |
| Returns for 1 year | 9.38 | 11.50 | 82% |
| Returns for 3 years | 12.08 | 9.44 | 128% |
| Returns for 5 years | 50.41 | 31.93 | 158% |
| Returns for 10 years | N/A | 60.42 | - |
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