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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$21.50
Change-$0.39 (-1.78%)
VolumeN/A
Net Assets554.45M
American Funds Washington Mutual R5
Price$63.00
Change-$1.03 (-1.61%)
VolumeN/A
Net Assets193.11B
AIQQX vs RWMFX Comparison Chart
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AIQQX vs. RWMFX commentary
May 22, 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: 193B vs. AIQQX (554M). AIQQX (1.57) and RWMFX (1.54) 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 : 2.18 vs. AIQQX (2.07). AIQQX return over 5 years is better than : 80.37 vs. RWMFX (57.84).
| 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 | 3.744 | 2.799 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 193B | 0% |
| Annual Yield % from dividends | 1.57 | 1.54 | 102% |
| Returns for 1 year | 2.07 | 2.18 | 95% |
| Returns for 3 years | 29.00 | 21.64 | 134% |
| Returns for 5 years | 80.37 | 57.84 | 139% |
| Returns for 10 years | N/A | 60.88 | - |
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