Ad is loading...
AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$21.34
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets562.02M
American Funds Washington Mutual R5
Price$61.87
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
AIQQX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIQQX vs. RWMFX commentary
Apr 04, 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: 187B vs. AIQQX (562M). 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 : 2.22 vs. AIQQX (0.42). AIQQX return over 5 years is better than : 108.52 vs. RWMFX (79.80).
| 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 | 0.569 | 0.955 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 187B | 0% |
| Annual Yield % from dividends | 1.54 | 1.53 | 101% |
| Returns for 1 year | 0.42 | 2.22 | 19% |
| Returns for 3 years | 15.13 | 8.71 | 174% |
| Returns for 5 years | 108.52 | 79.80 | 136% |
| Returns for 10 years | N/A | 61.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARTNX | 16.37 | 0.07 | +0.43% |
| Artisan Select Equity Investor | |||
| MVGMX | 17.17 | 0.04 | +0.23% |
| MFS Low Volatility Global Equity R4 | |||
| GTTTX | 29.82 | N/A | N/A |
| Goldman Sachs Small Cp Val Insghts Inv | |||
| PAWAX | 67.12 | N/A | N/A |
| T. Rowe Price All-Cap Opportunities-Adv | |||
| OPGIX | 43.96 | N/A | N/A |
| Invesco Global Opportunities A | |||