Ad is loading...
AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$21.42
Change-$0.64 (-2.90%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$63.41
Change-$1.86 (-2.85%)
VolumeN/A
CapitalizationN/A
AIQQX vs RWMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIQQX vs. RWMEX commentary
Dec 19, 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 Hold and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. AIQQX (659M). 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 : 12.91 vs. AIQQX (11.41). AIQQX return over 5 years is better than : 56.33 vs. RWMEX (38.27).
| 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 | 9.369 | 12.754 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 195B | 0% |
| Annual Yield % from dividends | 1.09 | 1.45 | 75% |
| Returns for 1 year | 11.41 | 12.91 | 88% |
| Returns for 3 years | 13.64 | 11.81 | 115% |
| Returns for 5 years | 56.33 | 38.27 | 147% |
| Returns for 10 years | N/A | 62.24 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers