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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$21.69
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets628.45M
American Funds Washington Mutual R4
Price$62.50
Change+$0.49 (+0.79%)
VolumeN/A
Net Assets191.91B
AIQQX vs RWMEX Comparison Chart
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AIQQX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 192B vs. AIQQX (628M). RWMEX pays higher dividends than AIQQX: RWMEX (1.45) vs AIQQX (1.09). AIQQX was incepted earlier than RWMEX: AIQQX (8 years) vs RWMEX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. AIQQX (7.00). 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 : 12.00 vs. AIQQX (9.38). AIQQX return over 5 years is better than : 50.41 vs. RWMEX (33.65).
| AIQQX | RWMEX | AIQQX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.038 | 2.325 | 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 | 1.45 | 75% |
| Returns for 1 year | 9.38 | 12.00 | 78% |
| Returns for 3 years | 12.08 | 10.42 | 116% |
| Returns for 5 years | 50.41 | 33.65 | 150% |
| Returns for 10 years | N/A | 63.16 | - |