AIQQX
Price
$21.57
Change
-$0.01 (-0.05%)
Updated
Jun 18 closing price
Net Assets
540.56M
RWMFX
Price
$61.78
Change
-$0.05 (-0.08%)
Updated
Jun 18 closing price
Net Assets
194.01B
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AIQQX vs RWMFX

Header iconAIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFXBanner chart's image
Aristotle Value Equity I-2
Price$21.57
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets540.56M
American Funds Washington Mutual R5
Price$61.78
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets194.01B
AIQQX vs RWMFX Comparison Chart in %
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AIQQX vs. RWMFX commentary
Jun 19, 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.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. AIQQX (541M). AIQQX (1.51) and RWMFX (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: 31.00 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 : 3.30 vs. AIQQX (1.93). AIQQX return over 5 years is better than : 64.78 vs. RWMFX (50.69).
AIQQXRWMFXAIQQX / RWMFX
Total Expense Ratio0.690.31223%
Annual Report Gross Expense Ratio0.690.31223%
Fund Existence9 years23 years-
Gain YTD2.2751.186192%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets541M194B0%
Annual Yield % from dividends1.511.47103%
Returns for 1 year1.933.3059%
Returns for 3 years37.7131.72119%
Returns for 5 years64.7850.69128%
Returns for 10 yearsN/A60.31-
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