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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$21.50
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets554.45M
American Funds Washington Mutual R4
Price$62.51
Change-$1.03 (-1.62%)
VolumeN/A
Net Assets193.11B
AIQQX vs RWMEX Comparison Chart
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AIQQX vs. RWMEX commentary
May 22, 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: 193B vs. AIQQX (554M). AIQQX pays higher dividends than RWMEX: AIQQX (1.57) vs RWMEX (1.27). 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). AIQQX annual gain was more profitable for investors over the last year : 2.07 vs. RWMEX (1.82). AIQQX return over 5 years is better than : 80.37 vs. RWMEX (56.05).
| 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 | 3.744 | 2.675 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 193B | 0% |
| Annual Yield % from dividends | 1.57 | 1.27 | 124% |
| Returns for 1 year | 2.07 | 1.82 | 113% |
| Returns for 3 years | 29.00 | 20.68 | 140% |
| Returns for 5 years | 80.37 | 56.05 | 143% |
| Returns for 10 years | N/A | 58.75 | - |
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