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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$21.76
Change-$0.28 (-1.27%)
VolumeN/A
Net Assets591.75M
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AIQQX vs RWMFX Comparison Chart
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AIQQX vs. RWMFX commentary
Feb 23, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AIQQX (592M). RWMFX pays higher dividends than AIQQX: RWMFX (1.70) vs AIQQX (1.09). AIQQX was incepted earlier than RWMFX: AIQQX (8 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AIQQX (7.00). 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 : 8.20 vs. AIQQX (5.78). AIQQX return over 5 years is better than : 51.72 vs. RWMFX (38.24).
| AIQQX | RWMFX | AIQQX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.128 | 4.242 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 196B | 0% |
| Annual Yield % from dividends | 1.09 | 1.70 | 64% |
| Returns for 1 year | 5.78 | 8.20 | 70% |
| Returns for 3 years | 21.75 | 18.09 | 120% |
| Returns for 5 years | 51.72 | 38.24 | 135% |
| Returns for 10 years | N/A | 61.66 | - |
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