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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$22.80
Change-$0.21 (-0.91%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$63.76
Change-$0.73 (-1.13%)
VolumeN/A
CapitalizationN/A
AIQQX vs RWMEX Comparison Chart
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AIQQX vs. RWMEX commentary
Nov 18, 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 StrongBuy and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 191B vs. AIQQX (668M). 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). AIQQX annual gain was more profitable for investors over the last year : 22.37 vs. RWMEX (18.03). AIQQX return over 5 years is better than : 65.63 vs. RWMEX (37.76).
| 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 | 12.426 | 13.377 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 191B | 0% |
| Annual Yield % from dividends | 1.09 | 1.45 | 75% |
| Returns for 1 year | 22.37 | 18.03 | 124% |
| Returns for 3 years | 11.14 | 10.11 | 110% |
| Returns for 5 years | 65.63 | 37.76 | 174% |
| Returns for 10 years | N/A | 56.39 | - |
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