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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$20.55
Change+$0.34 (+1.68%)
VolumeN/A
Net Assets517.52M
American Funds Washington Mutual R4
Price$59.64
Change+$0.92 (+1.57%)
VolumeN/A
Net Assets178.95B
AIQQX vs RWMEX Comparison Chart
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AIQQX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 179B vs. AIQQX (518M). AIQQX pays higher dividends than RWMEX: AIQQX (1.54) vs RWMEX (1.26). AIQQX was incepted earlier than RWMEX: AIQQX (9 years) vs RWMEX (23 years). AIQQX (0.69) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than RWMEX: AIQQX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 0.94 vs. AIQQX (-2.41). AIQQX return over 5 years is better than : 74.46 vs. RWMEX (53.75).
| AIQQX | RWMEX | AIQQX / RWMEX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.218 | -2.039 | 207% |
| 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 | 1.26 | 122% |
| Returns for 1 year | -2.41 | 0.94 | -255% |
| Returns for 3 years | 12.89 | 8.41 | 153% |
| Returns for 5 years | 74.46 | 53.75 | 139% |
| Returns for 10 years | N/A | 51.82 | - |
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