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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$20.55
Change+$0.34 (+1.68%)
VolumeN/A
Net Assets517.52M
American Funds Washington Mutual R5
Price$60.09
Change+$0.92 (+1.55%)
VolumeN/A
Net Assets178.95B
AIQQX vs RWMFX Comparison Chart
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AIQQX vs. RWMFX commentary
Apr 25, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 179B vs. AIQQX (518M). AIQQX (1.54) and RWMFX (1.53) have matching dividends . AIQQX was incepted earlier than RWMFX: AIQQX (9 years) vs RWMFX (23 years). AIQQX (0.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than RWMFX: AIQQX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 1.31 vs. AIQQX (-2.41). AIQQX return over 5 years is better than : 74.46 vs. RWMFX (55.51).
| AIQQX | RWMFX | AIQQX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.218 | -1.949 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 179B | 0% |
| Annual Yield % from dividends | 1.54 | 1.53 | 101% |
| Returns for 1 year | -2.41 | 1.31 | -184% |
| Returns for 3 years | 12.89 | 9.25 | 139% |
| Returns for 5 years | 74.46 | 55.51 | 134% |
| Returns for 10 years | N/A | 53.89 | - |
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