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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$22.99
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets565.67M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets203.25B
AIQQX vs RWMFX Comparison Chart in %
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AIQQX vs. RWMFX commentary
Jul 27, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 203B vs. AIQQX (566M). RWMFX (1.48) and AIQQX (1.47) 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: 29.00 vs. AIQQX (13.00). 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 : 9.60 vs. AIQQX (5.70). AIQQX return over 5 years is better than : 70.75 vs. RWMFX (54.74).
| 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 | 8.673 | 7.001 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 203B | 0% |
| Annual Yield % from dividends | 1.47 | 1.48 | 99% |
| Returns for 1 year | 5.70 | 9.60 | 59% |
| Returns for 3 years | 36.52 | 32.33 | 113% |
| Returns for 5 years | 70.75 | 54.74 | 129% |
| Returns for 10 years | N/A | 72.42 | - |
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