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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$21.58
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets540.56M
American Funds Washington Mutual R4
Price$61.31
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets194.01B
AIQQX vs RWMEX Comparison Chart in %
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AIQQX vs. RWMEX commentary
Jun 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: 194B vs. AIQQX (541M). AIQQX pays higher dividends than RWMEX: AIQQX (1.51) vs RWMEX (1.21). 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 (13.00). 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 : 3.26 vs. RWMEX (2.93). AIQQX return over 5 years is better than : 65.53 vs. RWMEX (48.85).
| 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 | 3.412 | 1.013 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 194B | 0% |
| Annual Yield % from dividends | 1.51 | 1.21 | 125% |
| Returns for 1 year | 3.26 | 2.93 | 111% |
| Returns for 3 years | 39.24 | 30.57 | 128% |
| Returns for 5 years | 65.53 | 48.85 | 134% |
| Returns for 10 years | N/A | 58.00 | - |
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