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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$21.42
Change-$0.64 (-2.90%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
AIQQX vs RWMFX Comparison Chart
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AIQQX vs. RWMFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. AIQQX (659M). 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 : 13.29 vs. AIQQX (11.41). AIQQX return over 5 years is better than : 56.33 vs. RWMFX (39.67).
| 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 | 9.369 | 13.109 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 195B | 0% |
| Annual Yield % from dividends | 1.09 | 1.70 | 64% |
| Returns for 1 year | 11.41 | 13.29 | 86% |
| Returns for 3 years | 13.64 | 12.57 | 108% |
| Returns for 5 years | 56.33 | 39.67 | 142% |
| Returns for 10 years | N/A | 64.27 | - |
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