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AIQQX vs RWEBX
AIQQX vs RWEBX Comparison
Open Charts AIQQX vs RWEBX
Aristotle Value Equity I-2
Price$21.42
Change-$0.64 (-2.90%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R2E
Price$63.43
Change-$1.86 (-2.85%)
VolumeN/A
CapitalizationN/A
AIQQX vs RWEBX Comparison Chart
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AIQQX vs. RWEBX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 195B vs. AIQQX (659M). 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 : 12.42 vs. AIQQX (11.41). AIQQX return over 5 years is better than : 56.33 vs. RWEBX (36.48).
| 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 | 9.369 | 12.278 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 195B | 0% |
| Annual Yield % from dividends | 1.09 | 1.07 | 102% |
| Returns for 1 year | 11.41 | 12.42 | 92% |
| Returns for 3 years | 13.64 | 10.83 | 126% |
| Returns for 5 years | 56.33 | 36.48 | 154% |
| Returns for 10 years | N/A | 59.59 | - |